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 is the bridge between Sawmill’s exceptional service and its dedicated team. Her 35+ years of client relationships provide invaluable insights that ensure Sawmill consistently exceeds client expectations. Sheila thrives on building strong relationships and embodies Sawmill’s “family focused” core value by fostering a collaborative environment. By coordinating and facilitating programs, she empowers the SawmillRead 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

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

Carl helps Sawmill clients find solutions to the issues they face by translating complexity into concepts that are understandable and actionable. He takes a common sense approach, combining a clear communication style with his knowledge of business law and technology. Prior to joining Sawmill, Carl clerked for the Minnesota Tax Court and the Barron CountyRead more

Jason applies years of market experience to the management and oversight of client portfolios. His focus is on making complex analyses clear and actionable. Before joining Sawmill, Jason worked extensively with families and foundations providing portfolio construction and investment analysis at J.P. Morgan Private Bank. He also served as an investment manager research analyst forRead 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

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