A trust administration team that works

Unlike larger trust companies, we offer unbiased, personalized attention to ensure that each of your needs is thoroughly considered…and met. The trust officer responsible for your business reports directly to our CEO and President, who are accessible and actively involved with your overall goals.

Stan Joffe
“There is no business without a sound client partnership.”

Stanley Joffe Esq.

Board Member
Antony Joffe
“We treat clients like part of our extended family.”

Antony Joffe

Maxx Hickey, Trust Officer
“Independence is our central focus to provide clients with peace of mind.”

Maxx Hickey

“As an independent trustee, there is no question where our loyalties lie, our clients are the focus of all we do.”

Nicole Byrum JD, CTFA

Chief Fiduciary Officer
Kathy Gerash
“Our job is to guide, respect and preserve what’s important.”

Kathy Gerash

Senior Trust Officer
“We’re here to help clients achieve their specific needs.”

Emily Pier

Senior Trust Officer, BSA Officer
“Trust is the foundation of the relationship between clients and trustees.”

Amanda Luu

Assistant Trust Officer
“We focus on what matters most to you.”

Carrie Biever

Trust Operations Accountant
“Sterling removes any conflict of interest regarding trust management and investments.”

Jodie Nielsen

Trust Officer


Maybe the best way to understand who we are and what we do is to hear what we’re not. We’re not investment or tax advisors or part of a large financial institution. We’re not compensated by commission and finder’s fees. And we’re not influenced or guided by financial products or services. We are truly an independent South Dakota-charted trust administration firm.  read more