Our Team · Sawmill Trust

All Leadership Team Client & Investment Team Tax Support Client Support

Leadership Team

Conley Brooks Jr.

Executive Chairman

John Hinck

President and Chief Executive Officer

Rufus Winton

Senior Vice President and Chief Investment Officer

Julie Wong, CPA

Senior Vice President and Chief Financial Officer

Dana Sanders

Senior Vice President and General Counsel

Jessica Beavers

Senior Vice President and Trust Officer

Gail Lust, CPA, CFP

Senior Vice President, Director of Tax & Planning, and Trust Officer

Sheila Sornsen

Vice President and Human Resources Manager

Client and Investment Team

Colin Brooks

Vice President and Trust Officer

David Drew

Vice President and Trust Officer

Shelli Felderman

Vice President and Trust Officer

Carl Petterson

Vice President and Trust & Compliance Officer

Heather White

Vice President and Trust Officer

Rob Parish

Vice President

Melissa Haaland

Trust Officer

Jason Massingill, CFA

Vice President and Senior Investment Analyst

David Shepley

Vice President - Investments

Quinton Stein

Financial Analyst

Tax Support

Alyssa Cramer, CPA

Tax Director

Kirby Schulberg, CPA, CFP

Senior Tax Preparer

Becky Smith, CPA

Senior Tax Preparer

Mallory Shellum, CPA

Senior Tax Preparer

Lizzie Schut

Tax Coordinator

Client Support

Brenda Maldonado

Senior Client Services Coordinator

Laura Ingebrigtsen

Paralegal

Sara Landgraff

Client Services Coordinator

Nicole Winchell-Colby, CPA

Assistant Controller

Liz Kaliska

Administrative Assistant

Victoria Rowe

Administrative Assistant

Anastasia Mokey

Financial Accountant

Diego Borgert

Investment Analyst

Katie Mitchell

Middle Office Coordinator

Rob Palmer

Information Systems Technician

Kristin Daniels, CPA, CPPM

Vice President of Strategic Initiatives

Jenna Erhart

Administrative Assistant and Marketing Coordinator

Heidi Uthke

Administrative Assistant

Sawmill Trust