James Moyes, CFP® CRPC® AIF® CPFA®
Managing Partner & Senior Financial Advisor
James earned his BA with cum laude honors from Utah Valley State College in 2003, and graduated with a Masters of Business Administration from Utah State University in 2006. Prior to co-founding RedStone Advisors in 2008 James spent...
Director of Wealth Management & Planning
William is the Director of Wealth Management and Planning at RedStone Advisors. He is responsible for operations and growth in wealth management and financial planning, and the development of tools and process relating to these areas...
Employee & Executive Benefits Advisor
Senior Vice President, Investments
Ronnie is the Senior Vice President of Investments in the Santa Barbara headquarters of Pensionmark. Ronnie is responsible for the investment manager search process, quarterly client reporting and market reviews, developing analytical...
Senior Vice President, Client Services
Taylor joined the Pensionmark 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...
Manager, Retirement Plan Operations
Kyle joined the Pensionmark team in 2014, and currently serves as an Advisor Relations Manager. In this position, he focuses on supporting the network of advisors from their initial introduction to the Pensionmark and throughout their...
Senior Manager, Financial Wellness
Mr. Vela joined the Pensionmark team in October 2013 and is part of the Advisor Support Program to which he provides operational support to Pensionmark’s network of advisors. In addition, Mr. Vela oversees the day to day...