Schedule Appointment with Colleen
Colleen started Sawston Wealth Management, LLC in October 2015. Drawing upon her more than 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.
Learn More About Me
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.