WaterRock Wealth Management

Christopher Prien is a financial advisor with WaterRock Wealth Management in Albuquerque, NM, holding Series 63 and Series 66 licenses and over 29 years of industry experience. He serves as CEO of Prien Insurance Solutions, LLC, which provides fixed and indexed annuities, life insurance, and disability insurance through a network of licensed agents. His prior roles include positions at Questar Asset Management and LPL Financial. WaterRock Wealth Management serves individual and high-net-worth clients with discretionary investment management, financial planning, and estate planning services. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, managing accounts on a fiduciary, discretionary basis with tax-aware strategies and continuous monitoring.

Gifford Davis is a financial advisor at WaterRock Wealth Management in Albuquerque, NM, holding a Series 65 credential with two years of industry experience. He previously worked at US Bank for nine years before joining WaterRock and Prien Asset Management. WaterRock Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and basic estate-planning services. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, with an emphasis on tax-aware asset location and opportunistic rebalancing.

Diana Atha is a financial advisor at WaterRock Wealth Management with eight years of industry experience. She holds the ChFC® and Series 63 designations and has worked at Prien Asset Management since 2023. In addition to her advisory role, she has been an independent insurance broker since 1984, specializing in life, disability, and long-term care insurance, as well as fixed and fixed equity index annuities. WaterRock Wealth Management serves individual and high-net-worth clients by providing discretionary investment management alongside financial and basic estate planning services. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, continuously monitors accounts, and typically manages them on a discretionary basis with tax-aware strategies.

Richard Atha is a financial advisor with WaterRock Wealth Management, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His background includes roles at Prien Asset Management, Center Street Advisors, and service in the U.S. Coast Guard. In addition to his advisory work, he operates Atha Consulting, where he teaches debt management techniques and sells fixed insurance products. WaterRock Wealth Management serves individual and high-net-worth clients with discretionary investment management, financial planning, and estate-planning services. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, managing accounts on a discretionary basis with a focus on tax-aware strategies and continuous monitoring.

Patrick Nevins is a financial advisor at WaterRock Wealth Management in Albuquerque, NM, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prien Asset Management, Toews Asset Management, and Columbia Threadneedle. In addition to his advisory role, he works as a salesperson for a technology company, earning commissions based on sales. WaterRock Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and basic estate-planning services. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, with continuous monitoring and annual reviews, and acts as a fiduciary managing accounts typically on a discretionary basis.