Sterling C. Jack, PhD. is an Investment Advisor / Insurance Producer based out of South Jordan, Utah. He was born and raised in Utah, and has lived there most of his life, although he has traveled extensively throughout the world, particularly England and Israel. He is the second youngest of eight children with five sisters. He attended Bingham High School and then Ricks College in Rexburg, Idaho for one year before moving to the UK for two years of missionary service. Upon returning, he graduated from Brigham Young University, in finance, and obtained a Masters in Business Administration from the University of Phoenix. He completed his Doctoral program from Capella University with research focused on individual savings rates and life satisfaction. In 2014 he started Colwyn Investments, an Investment Advisory Firm, offering fee-based wealth management and retirement services as well as Medicare Insurance products. Sterling and his wife Erin have six children, 2 girls and 4 boys.

About Colwyn Investments

Colwyn Investments is an independent investment advisory firm located in South Jordan, Utah. We provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame. We believe the fundamental principles of investing are key to long-term success. These include asset allocation, diversification, and risk management. The foundation of Colwyn Investments is centered on individual relationships. We limit the number of clients we serve in order to maintain the highest level of performance in our delivery of services. We focus on individual relationships, offering honest, relevant, un-biased investment advice with a firm belief that a constant recurrence to the fundamentals of investing will always lead to superior performance.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

As a financial planner since 2000, I help my clients make better decisions with their money so they can spend their time focusing on what's important to them. We collaborate to create a financial vision that can help to positively impact their future. Outside of work, I have a passion for photography and love entertaining with food that I grill and smoke myself.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

About TrueNorth Wealth

Helping clients achieve extraordinary financial goals is the undeviating focus at TrueNorth Wealth. That focus is continually driven, sharpened, and inspired by the remarkable ways in which our clients pay the price their goals demand. Although every clients individual journey to significant wealth is unique, each path is deeply marked in some way by tremendous dedication and overwhelming sacrifice. TrueNorth Wealth is a fee-only wealth management firm. This means there are no commissions, no affinity kickbacks, and no ulterior motive for us to place clients in any particular security or investment. It means that you get customized advice built around you, and you never have to wonder about the incentives motivating our advice. That type of fiduciary arrangement is important to nearly all our clients. We earn our fees by leveraging our professional investment knowledge and tax expertise, not by pushing certain investment products. Each one of our advisors is a true fiduciary in every sense of the word. Whats best for the client is our only thought, and our own success depends entirely on the satisfaction of those we serve. We charge a small fee that is based solely on the assets we manage. We believe this is a healthy arrangement because it incentivizes us to grow your account. Other firms may generate significant amounts of revenue for themselves without their clients accounts growing at all.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts