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As Treasury Specialist, Helen creates and maintains Sawmill’s cash movement systems to keep them up-to-date with developing technology and compliance standards. She provides organized and detail-oriented service to ensure that transactions are handled responsively and accurately. Her warm and engaging nature enhances relationships with outside service providers allowing operations to run smoothly. Education: Luther College,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

Katie provides administrative support to Sawmill’s accounting team utilizing her organizational skills and attention to detail. Education: Bemidji State University, B.A.,  PsychologyRead more

Aaron applies his accounting experience and attention to detail to help Sawmill’s accounting team maintain timely, clear, and accurate client account reports. Education: St Cloud State University – BS in AccountingRead more

Jacob brings years of experience as an auditor at an advisory, tax, and assurance firm to help guide clients though financial reporting matters. He will help with various accounting responsibilities and special projects. Education: Concordia College – BA in AccountingRead more

Nic draws on over ten years of experience with Northern Trust to process information and data accurately to assist in the timely preparation of internal reports and client statements. Education: University of Illinois, College of Business Administration, B.S. FinanceRead more

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

Kate combines her knowledge of accounting and customer service to provide administrative support in Sawmill’s Sioux Falls office and tax support for Sawmill’s clients. She takes pride in her ability to connect with clients and provide them with exceptional service. Education: University of Sioux Falls, B.A., AccountingRead 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

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