Broker Check
Presidio Wealth Management


Meet Our Financial Professionals in Salt Lake City, Utah

At Presidio Wealth Management, we challenge ourselves to be different. We strive to constantly show you our unique qualities and how we stand out from the average firm. One of the ways we aim to do this is by building a team of dedicated professionals. While we have diverse backgrounds, we all share a passion for making a difference in your life. We believe these are just a few of the reasons our firm has been recognized by the National Association of Board Certified Advisory Practices (NABCAP) in 2013 as one of the Premier Advisors of Utah.*

*Award based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors.


S. Parker Christiansen, PPC™

CEO / Wealth Advisor

(801) 290-3201

Parker Christiansen is the founder of Presidio Wealth Management with nearly two decades of experience in the financial services industry.

Read more

Chad Anderson

Director of Retirement Plan Services



Chad Anderson is the Director of Retirement Plan Services with Presidio Wealth Management. Chad brings over 20 years of experience from his work in the financial services industry. His extensive experience allows him to more fully...

Read more

John McConkie

Wealth Advisor


John McConkie is a Wealth Advisor at Presidio Wealth Management and has 10 years of banking experience - 7 of which have been spent dedicated to wealth management and investment services. He focuses on comprehensive financial...

Read more

Phil Troyer

Chief Compliance Officer

Phil Troyer serves as Resources’ Chief Compliance Officer and is responsible for the firm’s overall compliance with federal and state investment laws. Phil has been a licensed attorney for over 20 years. His prior...

Read more

James Battmer

Chief Investment Officer

James Battmer currently serves as Chief Investment Officer for Resources Investment Advisors. In his role, James is responsible for providing executive oversight of the firm’s investment strategy and execution, in addition to...

Read more

Connie Christiansen

Operations Manager


Connie Christiansen is the Operations Manager of Presidio Wealth Management. 

Read more