WaterRock Wealth Management

Christopher Prien is a financial advisor with WaterRock Wealth Management in Albuquerque, NM, holding Series 63 and Series 66 credentials and 30 years of industry experience. He is also the CEO of Prien Insurance Solutions, LLC, where he oversees fixed, fixed indexed annuities, life insurance, and disability insurance sales. Prien has been involved with WaterRock since 2018 and has prior experience at Questar Capital Corporation and Alpha Solutions Management. WaterRock Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, managing approximately $153.7 million in assets. The firm emphasizes customized, long-term portfolios primarily using low-cost mutual funds and ETFs and employs a combination of fundamental, technical, cyclical, and charting analyses in portfolio construction.

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 at WaterRock Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prien Asset Management, Center Street Advisors, and OnPointe Advisory and Financial Services. Outside of advisory services, he operates Atha Consulting, where he teaches debt management techniques and sells fixed insurance products. WaterRock Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, overseeing approximately $153.7 million in assets. The firm constructs customized, primarily long-term portfolios emphasizing low-cost mutual funds and ETFs, and employs various analytical methods in portfolio management.