Blog

Conley retired after 40 years of serving Sawmill and its clients. He continues serve as a board member of Sawmill’s holding company. He previously held leadership roles with the Brooks Family Office and its successor Sawmill (1982-present), as well as with Resource Trust Company (1992 -2001). Education: Yale University, B. A. English and Economics HarvardRead more

Sheila helps Sawmill deliver on its promise of excellence by serving clients well and by coordinating and facilitating programs designed to make the Sawmill team most effective. Sheila’s client relationships span 30 years, and these relationships give her valuable insight into to the high level of service that Sawmill clients have come to expect. SheilaRead more

Gail has over 22 years of experience advising ultra-high net worth families, and was a Managing Director at Deloitte Tax in the Minneapolis Private Wealth practice prior to joining Sawmill. Gail has extensive experience addressing the multifaceted tax issues and compliance needs of family offices, multi-generational family owned businesses and their shareholders, as well asRead more

Dana helps Sawmill clients find creative ways to address their tax, estate planning and family wealth planning goals. Focusing on a collaborative and interpersonal approach, Dana believes that the best results are derived from a thorough process and attentive listening. Dana draws on her extensive experience with over 20 years in various accounting, family officeRead more

Julie delivers excellent client service combined with a keen knowledge of finance, tax and accounting. Whether acting as Sawmill’s CFO or helping a client achieve a financial goal, Julie is efficient, timely and accurate. She has extensive family office experience ranging from financial planning to analysis and implementation of tax and accounting requirements. Julie alsoRead more

Rufus serves Sawmill and its clients by providing thoughtful investment management and oversight. He brings significant experience to his role, including 14 years as an investment analyst and portfolio manager in New York followed by four years of leading the Winton family investment organization in Minneapolis. His unique combination of knowledge and understanding of bothRead more

John applies his 20 years of experience at Sawmill to benefit clients and lead the organization. His focus is ensuring that every client experiences the same high level of care, thought and stewardship provided by the original Brooks family office. John’s goal is to lead an organization that will attract and retain the best peopleRead more