Support Team

At The Millstone Evans Group, we go out of our way to exceed your expectations. Since you always come first, our support team is dedicated to providing premier service while minimizing your time and energy spent on administrative issues.

Our Commitment:

When you call us during normal business hours, you will reach a person – not an automated system. If you prefer to communicate by e-mail, you will receive a rapid response during normal business hours.

No matter when you call or e-mail us, we will respond within 12 hours.

We will work with you to coordinate the flow of your financial information among your professional advisors. For example, we can provide comprehensive year-end tax statements to your CPA along with our phone number so they can contact us directly with questions.

Our commitment to service also means we take the extra step to ensure each task is completed. We follow up until every question has been answered and every issue resolved.

Martha Kiger
Client Service Associate
Reach out to Martha for questions regarding deposits, withdrawals, cost basis, account transfers or 401(k) rollovers. Martha also works with you and your attorney to manage the administrative aspects of estate settlements.

Petra Zunt
Registered Client Service Associate
Reach out to Petra to set up appointments, and to ask any questions you may have about your statements or your online accounts, including cash flow, dividends and transactions. Petra also handles withdrawals from IRAs and tax information such as 1099 forms.