Lehi, UT

James earned his BA with cum laude honors from Utah Valley State College in 2003 and graduated with a Master of Business Administration from Utah State University in 2006. Prior to co-founding RedStone Advisors in 2008 James spent several years with Merrill Lynch. James has a special interest in working with all sizes of organizations in developing and maintaining effective retirement plans and helping their employees understand and utilize their employer’s retirement benefit. This led James to pursue both the Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®) designations. Additionally, James is experienced in working with wealth management clientele and is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor (CRPC®).

James has been featured in Forbes, Fortune and Money magazines, has been named to the Financial Times top Financial Advisors list for 6 consecutive years and was recognized at one of the National Association of Plan Advisors’ (NAPA) top 40 under 40 in 2016 and 2017. He has testified before the Utah State Senate Finance Committee and United States Senate Finance Sub-Committee on topics pertaining to the impacts of legislation on retirement plans, plan sponsors and plan participants.

Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces" are widely seen as the future leaders of the retirement plan advisor industry.

These outstanding individuals were drawn from a pool of nearly 700 nominations.

William Graduated in 2022 with his Bachelor of Science in Business Finance and is also enrolled at Boston University completing the required coursework to obtain his CERTIFIED FINANCIAL PLANNER™ certification. He is responsible for heading up the financial planning function within the Wealth Management department of RedStone Advisors. William enjoys most every sport and loves the time he gets each year to go hunting with his family. He currently lives in Vineyard, Utah with his wife Carly.

Jaimie currently handles the day-to-day business operations of RedStone Advisors. She attended BYU-Idaho formerly known as Ricks College 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 daughters 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.

Taylor joined the Pensionmark, now WIA, team in 2011 and currently serves as the Senior Vice President of Client Relations. In this role, she oversees the implementation of all retirement plan management systems uniquely designed for WIA’s independent advisor network. The breadth of responsibility includes the onboarding of new advisor affiliates, sustaining high-quality corporate and branch relationships; overseeing internal sales desk operations; organizing national conferences, and supporting the expansion and retention of WIA’s services within its national market.

Taylor has a master’s in Business Administration, Finance from the University of Pepperdine’s Graziadio School of Business and Management, and a Bachelor of Arts degree in Business Economics, Accounting with a minor in Technology Management. Taylor is an active member of the Junior League of San Diego, an organization of philanthropic women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers.

Nate Garrison serves as Senior Vice President and Chief Investment Officer of WIA. Nate leads the World investment team from Washington, Iowa (located between Cedar Rapids and St. Louis). Nate most recently held leadership positions at Cambridge Investment Research on their Advisory Solutions team, and previously led their Due Diligence team for over 5 years. Prior to Cambridge, Nate worked at Credit Suisse in Washington, D.C. and Steben & Company in Rockville, MD.

He holds a number of technical designations and licenses including the CFA, CIPM, CAIA, and FRM, as well as his Series 3, 7, 24, 63 and 66 registrations. He also holds undergraduate degrees in Economics and History from the University of Virginia, a Master’s degree in Applied Economics from Johns Hopkins University and is completing a Master of Science in Analytics at Georgia Tech next year. 

Jennifer serves as World Investment Advisors' Chief Compliance Officer and Chief Operations Officer. She manages the firm's compliance program, operations, and partners with advisors to deliver infrastructure and support services. Prior to joining the team in 2015, Jennifer served as the Senior Vice President of Client Service Delivery for Aspire, an independent open-architecture recordkeeper, overseeing Aspire's Client Service and Operations divisions. She also previously served as President and Chief Compliance Officer of Independent Financial Partners, LPL Financial's largest hybrid RIA firm during her tenure there, while growing the firm's network of advisors and focusing on the build-out of its retirement plan consulting programs.

Jennifer holds a bachelor's degree in Management Information Systems from the University of South Florida and graduated magna cum laude from Stetson University College of Law. Jennifer holds her Series 7, 24, 63, and 66 registrations and is a member of the Florida Bar and various civic and professional organizations.