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Shelli applies over 20 years experience in the trust and banking industry to serves clients well. She strives to deliver excellent customer service through relationships built on trust. Prior to joining Sawmill, Shelli served as a trust officer and trust administrator at South Dakota trust companies providing fiduciary and trust administration services. Education: University ofRead more

David is an experienced wealth advisor who assists clients with investment management, personal trust, financial planning, tax, insurance, retirement, estate planning and philanthropy. David’s knowledge of investment strategies is extensive, and his valued client relationships are long-term. David spent over 25 years as a senior portfolio manager at US Trust. He began his career asRead more

Steph delights in serving clients by listening intently, building close relationships, and delivering seasoned advice. Her extensive professional background of over 25 years, includes serving as a trust officer, philanthropic advisor and wealth manager, and assisting sophisticated families make the financial decisions that help transform their success into lasting legacies. Education: Loyola University of Chicago,Read more

Colin serves clients well by combining his knowledge of private banking with a deep understanding of Sawmill’s promise to treat each client with the same commitment and diligence as its founding families. Colin draws on years of experience helping individuals and families with their investments and overall financial well being. Colin previously served as aRead more