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Stephanie combines her knowledge of accounting and her experience at a top ten advisory, tax and assurance firm to guide tax matters for clients. She takes pride in her ability to connect with and provide exceptional service to high net worth clients even during the busy tax season. Education: St. Cloud State University – B.S.Read more

Lizzie provides valuable support to the Tax Team on a daily basis and is mindful of deadlines, accuracy, and compliance. Her high-level support helps ensure that client tax matters are handled with care and efficiency. Education: BA in Textile and Apparel DesignRead more

Sam is a seasoned professional who brings 16 years of tax experience in the family office industry to add value for Sawmill’s clients. His attention to detail and demonstrated commitment to excellence helps ensure that client work is executed with precision and care. Education: University of Minnesota Duluth – Bachelor in Accounting and Finance andRead more

Romaine brings years of experience working in both public accounting and the South Dakota trust industry to the Sawmill team. Leveraging his experience working with a wide variety of clients, Romaine’s knowledge and expertise in taxation adds substantial value for Sawmill clients. Education: University Of South Dakota – Master of Professional AccountancyRead more

Mallory strives to build strong, long-lasting relationships with her clients and co-workers. Her knowledge and background in public accounting is an asset as she guides tax matters for clients. Education: Gustavus Adolphus College – BA in Public Accounting and PsychologyRead more

Kelly brings tax experience from both the public accounting and the family office environments to Sawmill. She strives to deliver outstanding tax and customer service to her clients every day. Education: University of St. Thomas, B.S. AccountingRead more

Alex provides exceptional service to Sawmill clients by leveraging his 7+ years of experience working with ultra-high net worth families at Deloitte Tax in Minneapolis. Alex’s broad experience includes advising clients on gift tax planning, family business sale transactions, and complex individual and fiduciary income tax compliance. Education: Luther College, B.A. AccountingRead more

Alyssa oversees complex tax returns and inquiries on behalf of Sawmill’s clients. She brings energy and enthusiasm to everything she handles including assisting in special tax and financial projects. Education: University of Wisconsin, La Crosse – BS in Accountancy University of Minnesota, Carlson School of Management – Master in Business TaxationRead more