Colleen started Sawston Wealth Management, LLC in October 2015. Drawing upon her 18 years' experience in the financial service industry and her 18 years of executive positions in the non-profit sector, including her role as the chief executive of The Community Foundation of South Puget Sound, Colleen focuses her practice on meeting the financial planning and investment management needs of individuals, families, and specializes in working with institutional clients, such as foundations, endowments, trusts, 401(k) plans, and charitable organizations. Many of her clients are in the helping professions like social services, nursing, education, or government employees and retirees. Her personal mission statement is "To make a difference in the every day lives of those who make a difference in the lives of others every day."
In 2011, Colleen received her Accredited Investment Fiduciary® designation, and through this coursework acquired a thorough knowledge of fiduciary responsibility and the Global Fiduciary Standard of Excellence. She applies these standards in her practice with institutions and individuals. In 2013, she completed her Certified Trust and Financial Advisor designation (CTFA). Annually, she seeks continued education credits to further her knowledge base. Colleen carries the Series 63 and 65 Securities Registrations.
Colleen is a native Washingtonian, born in Spokane. She has a Bachelor’s Degree in Social Work from Eastern Washington University and a dual Master’s degree in Public Administration/Health Administration from Portland State University. She believes giving back to our community is imperative, and has served on the Board of Trustees for Capital Medical Center, Olympia, WA. She is Past President of the South Puget Sound Estate Planning Council, a Past President (2019-2020) for the Rotary Club of Olympia, and was involved in the Pastoral Council at St. Michael's Parish in Olympia. She was also a former officer for Pope John Paul II High School in Lacey, WA. Colleen served as adjunct faculty at The Evergreen State College, teaching a graduate-level class on mission-based nonprofit management. Since 1993, she has served as a consultant to nonprofit organizations and has a broad range of experience in organizational development, fundraising, leadership training, and financial management.
Colleen and her husband Patrick live in Olympia with their dogs, Charlie and Rudy. In her spare time, she loves to play golf, cook, and garden.
Do you have any skills or talents that most people don't know about?I like to sing and used to sing at church with my sisters. In my youth, I envisioned a life like the Partridge Family where we would travel around and sing in hotels, lounges, and at fairs.
Tell me three pet peeves Cracking knuckles, sick people that come to work, and a lack of personal accountability for one's actions
How do you want people to remember you?As a funny, fun-loving servant leader who put others first.
What do you think are the best skills that you bring to your job?Intellect, persistence, discipline, humor, and brutal honesty.
What are you happiest doing, when you're not working?Laughing, getting others to laugh, traveling to new places, hitting the perfect golf shot, and snuggling my dogs
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Colleen Gillespie ADV part 2B
Stacey joined Sawston Wealth Management in 2018. After two years in operations and marketing at Sawston, she made the decision to become a financial advisor. Stacey holds her Series 65 Securities Registration. She earned the Chartered Retirement Plan Specialist designation in 2021 and the Wealth Management Specialist designation in 2022.
Stacey spent most of her childhood living all over the southeastern part of the United States before her family settled in North Carolina. She graduated in 2010 from Appalachian State University in Boone, North Carolina. She has a varied career background in project management, sales, and a little marketing along the way. Her husband's military career led her to the beautiful Pacific Northwest where they lived in Olympia for four years. There she met Colleen and began working at Sawston. Her family has relocated back to North Carolina and Stacey heads up the Sawston South branch of the office.
When she isn’t helping clients, Stacey is spending time with her husband, Devon, and their three children. Stacey enjoys coaching youth sports and has coached children aged 3-13 in t-ball, indoor soccer, and cross country. She is an active member of the Junior League of Raleigh and enjoys volunteering as a barista at her church.
Do you have any skills or talents that most people don't know about?I love to paint! Floral scenes with acrylic or watercolor bring me the most joy.
Name three words that describe you. Creative. Energetic. Adaptable.
How do you want people to remember you?As a loving wife, mother, and friend that you can always count on to make your day a little brighter.
What do you think are the best skills that you bring to your job?A passion for helping others, a love for teaching, and empathy to meet you right where you are on your journey!
What would be your personal motto?Work Hard. Stay Sweet. Trust God. Love Deep. - Maghon Taylor
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Stacey Belser ADV Part2B
Finish the sentence. On Sunday morning you can find me... On the couch watching football.
How do you think your colleagues would describe you? Fun spirited nature while giving the most and working hard.
What do you do with your friends in your spare time?We enjoy playing golf and catching up on each other's lives.
What are you happiest doing when you aren't working?Anything outdoors! Hiking in the woods, boating, or playing in a softball game.
If you could be anywhere other than here, right this minute, where would you be?On a beach in Mexico!
Peter Samuelson - ADV Part 2B