Sara Baus

JD, CTFA

Personal Trust Team Leader

Hometown: Sioux Falls, SD
Education: Augustana University; University of South Dakota

As a Personal Trust Officer, I hope to facilitate conversations around financial and estate planning and show you that, with a team of experts by your side, it doesn’t have to be difficult, confusing, or scary. In fact, it can even be fun!

Because of my prior work experience as director of development at the University of South Dakota Foundation, I also understand the incredible impact a charitable gift can make, and I especially love helping others achieve their charitable giving goals.

I make stewardship a priority in my own life by volunteering as a child advocate for the Sioux Falls Court Appointed Special Advocates (CASA), as the secretary of the Sioux Falls Estate Planning Council Board of Directors, and on the Bank’s United Way campaign committee.

In 2022, I chaired our employee United Way campaign, through which we raised $144,934.60 in employee donations. Through the Bank’s matching gift program, we were able to double that number for a total of $289,869.20!

When I’m not working or volunteering, I like to golf — although not very well — cook, hike, travel, and spend time with family and friends. My husband, Andrew, and I are the proud parents of a poodle mix named Louie.

 

More from Sara:

Prior-year contributions to an IRA: Maximizing your savings potential

The new year is upon us, and that may have you considering making some last-minute money moves.

Investment management 101: Account options for long-term financial planning

Are you trying to save up for the retirement of your dreams, or maybe even to start your own business?

Estate settlement with First National Wealth Management: Peace of mind and local expertise

When the words “wealth management” come to mind, estate settlement is one of the services most often overlooked.