Petra is a Client Solutions Architect and Accounting Associate dedicated to providing high-quality client service and analysis. With The Millstone Evans Group team for over 15 years, she continues to be successful in assisting top-producing advisors and managing multiple assignments while meeting tight deadlines.
Petra has experience in retirement planning, distribution planning, education funding, wealth and portfolio management, estate and tax planning, charitable giving, operations and general office administration. She holds the Series7 and 66 licenses, is an Accredited Asset Management Specialist®, and her specialties include client service and problem solving, financial planning software, and special projects.
Recently, Petra received her Intuit QuickBooks Online Certified User and Bookkeeper Certificates from the International Association of Professions (IAP) Career College. In addition, she is fluent in Czech and is currently learning Spanish (and loving it). In her free time, Petra enjoys hiking and visiting historical sites.