A Team Approach to Your Future
At The Millstone Evans Group, we take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.
Team members Sacha Millstone, Greg Evans, William Kowalski and Michele Duvall, along with Humera Diwan, Toni Noto, Martial Frindethie, Petra Zunt and Tammy Ambrose are dedicated to providing the comprehensive knowledge and high-quality service you deserve.
Team members speak Spanish, Czech and Urdu.
Sacha and Greg listen to your needs, then, with Toni, Humera and William, create and execute financial plans designed to help you reach your goals. Additionally, they aim to ensure that the strategies they help you create are designed with a keen awareness of changing market conditions. Sacha and Greg implement these strategies, and report on progress over time.
Petra, Tammy, and Julieanne give you their full attention, with the help of Martial, to ensure all your administrative needs are met.
Martial Frindethie is our technology specialist. Martial will assist you with the Big Picture software from a technology perspective including linking outside accounts and using Big Picture reports and services.
Michele Duvall manages our practice.