CEO / Wealth Advisor
Parker Christiansen is the founder of Presidio Wealth Management with nearly two decades of experience in the financial services industry.
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...
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...
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...
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...
Connie Christiansen is the Operations Manager of Presidio Wealth Management.