Dr. Sterling C. Jack
Dr. Sterling C. Jack is an Investment Advisor 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 financial planning, advisory and retirement services. Sterling and his wife Erin have six children, 2 girls and 4 boys.
When Sterling is not serving his clients, he is usually with his family, coaching soccer, watching a gymnastics meet, dance recital, football game or something his kids are involved in. His interests include running, triathlons, fishing, and historic world travel.
Todd W. Sirrine
Todd W. Sirrine is a Financial Advisor with 30 years of business and financial services experience with expertise in investment management, risk analysis and financial planning. Todd worked with Citigroup in their mergers and acquisitions area for the majority of his career with assignments that have given him a solid understanding of people, opportunities, companies, and cultures.
After becoming an independent advisor, he uses that experience everyday to help others make better decisions about investments and financial planning. Todd works with clients from all walks of life but has a specific interest in the investment management needs of women. Todd holds a Bachelor’s degree in Business and HR Management and a Master’s degree in Business Administration and Technology as well as a FINRA Series 65 securities registration. Todd provides fee based investment advisory services and is a specialist in portfolio acquisition and business book mergers. Todd represents the exclusive interests of his clients in meeting their financial goals and objectives using the endowment model that is core to the Colwyn Investments philosophy.
Todd also has a keen interest in emerging technology innovation, paying particular attention to the areas of Artificial Intelligence, Genetics, Robotics, Analytics and Nanotechnology. During his spare time he enjoys time with family, travel to interesting places, classic cars and giant pumpkins.
Jake Oyler is a financial advisor at Colwyn Investments with a focus on professionals in the wellness sector. Jake strives to educate and assist clients with their financial investments by building relationships of trust and honesty. Jake designs custom portfolios for each individual based on their risk preferences, time horizon, and financial goals.
Prior to becoming an independent advisor, Jake worked for a large brokerage firm assisting clients with their investment accounts. Jake’s desire to build personal relationships and make a real difference with each client’s wealth led him to go independent. Jake graduated from Utah State University with a bachelor’s degree in finance. Jake holds FINRA Series 65, 66, and 7 securities licenses as well as a Utah Life and Health/Accident Insurance License with a focus on Medicare consulting.