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
“We treat clients like part of our extended family.”

Antony Joffe

Chairman
Mr.Liu, Trust Officer
"Economic thinking is the most important step for our wealth."

Mr.Liu

President
“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
Sophia Chen
"My job is to plan, respect and plan every fortune."

Sophia Chen

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

Emily Pier JD

Senior Trust Officer, BSA Officer
“My job is to provide clients with confidence and peace of mind.“

Melissa A. Williams CTFA

Senior Trust Officer
“Sterling removes any conflict of interest regarding trust management and investments.”

Jodie Nielsen

Trust Officer
“At Sterling, the client really does come first. That’s who we’re here to serve.“

Alissa Lennon

Trust Operations Manager
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LEARN ABOUT TRUST
ADMINISTRATION SERVICES

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