Blog

Joshua organizes Sawmill’s account data into reports and statements that provide Sawmill’s team and clients with the information they need. Having graduated summa cum laude with a degree in Data Science, he understands how to create efficient systems that ensure the quality of Sawmill’s reporting. Education: Arizona State University, B.S., Data ScienceRead more

Quint skillfully manages account data in order to carefully monitor investor manager performance. He also generates client statements, prepares asset allocations and runs cash flow analyses. Education: University of Minnesota, Carlson School of Management – BARead more

Heidi provides administrative support in Sawmill’s Sioux Falls office and utilizes her communications and technology skills to help the Sawmill team provide excellent service to clients. Education: Augustana University, M.B.A. and B.A. – Accounting and Business Administration American Bankers Association Wealth and Trust School – Certified Trust and Fiduciary Advisor (CTFA) Professional Activities: South DakotaRead more

Matt helps Sawmill clients find creative ways to address their tax, estate planning, and wealth strategy goals. Distilling complex issues into understandable concepts, Matt takes a straightforward approach centered on collaboration and clarity. Matt draws on his unique experience with over 15 combined years serving as a trust officer for Wells Fargo Private Bank andRead more

Virginia supports Sawmill’s Trust Officers to smooth workflows and enhance the client experience. Her flexibility and ability to multitask allow her to adapt seamlessly to rapidly changing circumstances, and her technology skills help keep client information well organized and secure. Education: St. Mary’s of Minnesota, B.A. in Business Intelligence and AnalyticsRead more

Willie supports Sawmill and its clients by conducting in-depth analysis and research to monitor existing investment managers and assist in the process to identify new managers for Sawmill clients. Education: University of Minnesota Duluth, Labovitz School of Business and Economics – Bachelor of Business AdministrationRead more

Jeff brings 25 years of client-facing, operations, and administrative experience in the fiduciary industry to benefit Sawmill’s clients. Jeff works alongside our Trust Officers to respond to client matters while proactively ensuring that our ongoing administration and servicing of client accounts is consistent with industry best practices. . Education: University of Minnesota, B.A. Speech CommunicationRead more

Heather takes care to serve clients well through strong relationships built on trust. Her detailed knowledge of tax and accounting combines with a deep understanding of the family office model, allowing her to serve clients in a comprehensive and caring manner. Prior to joining Sawmill, Heather spent 10 years focused on tax planning and complianceRead more

Rob oversees Sawmill’s private equity investment program and works with the executive team to develop direct investment opportunities for clients. Rob’s legal background and detailed knowledge of financial structures allow him to analyze potential investments for clients with great care. He previously founded White Springs Capital Management, a private investment firm, served as an investmentRead more

Sarah brings over 15 years of experience in trust administration and service to benefit Sawmill clients. Prior to joining Sawmill, she was a senior trust officer for BTC Trust Company of South Dakota. Education: American Bankers Association Graduate Trust School, Diploma of Graduation School of Trust & Financial Services, Diploma Colorado Technical University, Associates DegreeRead more