Designations: CFP, CRPC®, AIF®
James is a Financial Advisor and Co-Founder of Redstone Advisors. James works primarily with small to mid-sized employers helping them structure the most effective retirement plans for their participants. James is passionate about educating their employees on how to maximize their retirement plan benefit.
Prior to co-founding Redstone Advisors in 2008, James spent several years with Merrill Lynch as a corporate retirement plan specialist.
James earned the Chartered Retirement Planning CounselorSM (CRPC®) designation and is a CERTIFIED FINANCIAL PLANNER™ professional. Nationally, he was recognized as one of NAPA’s Top Advisors Under 40 in 2015 and 2017, and Financial Times Top 401 Advisors in 2015, 2016, and 2017. Locally, James was named The Best Financial Advisor in Utah Valley by Utah Valley Magazine.
James received his BA with cum laude honors from Utah Valley State College and his MBA from Utah State University. He resides in Lehi with his wife and four girls and is an avid wildlife enthusiast who enjoys spending time outdoors with his family.
Casey joined the RedStone team in early 2015 after spending many years crafting high end custom staircases. Working in Utah homes ranging from $1-$5 Million and managing multiple teams of finish carpenters, fine details were critical. Casey now uses that attention to detail to craft financial plans both for individuals and corporations. With a passion for economics, mathematics, and years of developing client relationships, he adds great dimension to our team. His business background includes project management, team leadership and quality control. Casey’s professional experience has given him a keen ability to assess clients’ current financial picture and orchestrate the many moving parts of a financial plan. Mr. Taylor holds a B.S. of Accounting degree as well as the Series 7 and 66 registrations. He currently resides in American Fork, Utah with his wife and four children.
Jaimie currently handles the day to day business operations of RedStone Advisors. She attended BYU-Idaho formerly known as Ricks College in Rexburg, Idaho. After moving to Utah, Jaimie worked in the dental field with several dental practices where she managed many aspects of practice operations such as billing, scheduling, and accounts receivable. Jaimie and her husband have four little girls: Cortlyn, Jordyn, Morgan and Madisyn, who keep them very busy. Jaimie enjoys photography, crafts, being in the outdoors, yard work, reading, cooking, and participating in memorable activities with her family.