With The Millstone Evans Group since 2011, Martial works closely with the President and senior management on strategic plans, identifies operational improvements, finds growth opportunities, monitors industry trends to adjust strategies, and serves as a mentor to foster a cohesive team. He also oversees daily operations, ensures compliance with industry regulations and firm policies, and acts as the key technology and cybersecurity liaison. This includes managing technology systems, ensuring cybersecurity measures are in place, and adopting new technologies to improve efficiency.
In addition to his role as COO, Martial builds, updates and maintains financial plans for clients. He takes a holistic approach to his work and believes that planning and investing go hand in hand. While investing is the vehicle that helps clients achieve their financial goals, Martial considers planning to be the essential first step in understanding each client. That enables him to tailor their plans and align their portfolios to their goals as well as their values by leveraging Financial DNA®, the behavioral finance platform that The Millstone Evans Group uses to better understand client communication styles, interests and risk profiles.
Alongside other team members, he makes high-quality and personal client service a priority. Whether helping someone plan for college education or retirement, he’s passionate about helping people without a lot of investment experience – as well as those who have special concerns – feel comfortable with the process. Helping the LGBTQ+ community is particularly important for Martial, especially given the specific concerns around aging, equality and partnership, and often complicated financial planning needs of his community.
Martial holds the Series 65 securities license as well as, the Accredited Asset Management Specialist™ (AAMS™) and the Certified College Planning Specialist™ (CCPS™) professional designations. He is also an Accredited Financial DNA® advisor.