Meet our progressive, masterful and diverse team: Your financial partners for life

At The Millstone Evans Group, you will find several things you might not expect from a financial service firm. A sincere spirit of caring. An unwavering integrity to do the right thing. And a team approach to comprehensive financial planning, offering you a broader scope of expertise than you will likely find in any one person. Here, we believe getting lost in the details is a good thing, because they help us truly get to know you and personalize a financial plan to precisely meet your goals.

Sacha Millstone

President The Millstone Evans Group

Greg Evans

First Vice President, Investments The Millstone Evans Group

Michele R. Duvall, AAMS^®, CDFA

Vice President, Human Resources & Administration

Toni Noto, AAMS™, WMS™

LIFE CYCLE Planning Specialist

Martial Frindethie, AAMS™, CCPS^®

Director of Operations, Financial Planning Associate

Petra Zunt, AAMS^®

Client Solutions Architect, Accounting Associate

Donna Boatright

Operations Specialist

Bradley Michalchuk, CFP^®

Director of Financial Planning and ESG Research

Dave Singleton

Director of Communications

Madeline Stutz

Wealth and Investment Consultant

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if The Millstone Evans Group, LLC is engaged, or continues to be engaged, to provide investment advisory services.

This website (www.millstoneevans.com) (this “Website”) is owned and operated by The Millstone Evans Group, LLC (“The Millstone Evans Group”). The Millstone Evans Group offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither Millstone Evans Group’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Millstone Evans Group is engaged, or continues to be engaged, to provide investment advisory services. The information contained herein reflects the opinions and projections of The Millstone Evans Group as of the date hereof, which are subject to change without notice at any time. The Millstone Evans Group does not represent that any opinion or projection will be realized. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results Click on the Key Disclosures tab at millstoneevansgroup.com to review important information.