Director of Wealth Management & Planning
William is the Director of Wealth Management and Planning at RedStone Advisors. He is responsible for operations in wealth management and financial planning, overseeing implementation and management of financial plans. He is also responsible for the development of tools and process relating to these areas.
William is a graduate of Brigham Young University - Idaho with a B.S. in Business Finance. He holds his series 65 registration and is also enrolled at Boston University completing the required coursework to obtain his CERTIFIED FINANCIAL PLANNER™ designation.
William enjoys most sports, particularly football, rugby, and golf. He also enjoys movies, audiobooks, and time spent in the mountains with his family, hunting and fishing. He currently lives in Vineyard, Utah with his wife Carly.