Sterling Investment Advisors, LLC

Troy Bethards is a financial advisor at Sterling Investment Advisors, LLC with six years of industry experience. He holds a Series 65 designation and serves as Dean of the College of Business and Computer Science at Southwest Baptist University, where he has worked since 2000. Sterling Investment Advisors provides discretionary investment management and financial planning services to individuals, estates, trusts, charitable organizations, corporations, and pension plans. The firm emphasizes strategic asset allocation using primarily lower-cost index mutual funds and ETFs, with portfolios reviewed quarterly and stress-tested through Monte Carlo simulations.

Tara Parson is a financial advisor at Sterling Investment Advisors, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at Southwest Baptist University for seven years before joining Sterling Investment Advisors in 2022. Sterling Investment Advisors is an SEC-registered firm that provides discretionary investment management and financial planning services to a diverse client base including individuals, estates, trusts, charitable organizations, and pension plans. The firm focuses on strategic asset allocation using primarily low-cost index funds and ETFs, employs forward-looking return estimates, and conducts quarterly portfolio reviews.

James Jones is a financial advisor with Sterling Investment Advisors, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has been with Sterling Investment Advisors since 1995. Sterling Investment Advisors is an SEC-registered firm that provides discretionary investment management, financial planning, and estate-planning tools to individuals, estates, trusts, charitable organizations, corporations, pension and profit-sharing plans, and an endowment. The firm emphasizes strategic asset allocation using primarily lower-cost index mutual funds and ETFs, incorporates forward-looking return estimates, and conducts regular portfolio reviews.