Broker Check
 
Casey Taylor, AIF® CRPS®

Casey Taylor, AIF® CRPS®

Financial Advisor

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 retirement plan. Mr. Taylor holds a B.S. of Accounting degree as well as the Series 7 and 66 licenses. Casey holds the Chartered Retirement Plans Specialist (CRPS®) designation and was named to the National Association of Plan Advisors’ (NAPA) top 40 under 40 list for 2020. He currently resides in American Fork, Utah with his wife and four children.