Broker Check

Our Team

James Tsakopulos III, LUTCF, CLTC


James Tsakopulos is the Co-Founder of M&T Financial Partners and presently serves as Managing Partner. He has over 25 years of experience as a Financial Advisor helping small business owners and families make informed financial...

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Parth J. Rana, FSCP®, CFBS


Parth came to Miller and Tsakopulos as a return to his original career objectives after being an owner and key member in a family business in Houston. Having experience leading people through both prosperous and challenging economic...

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Patrick Taylor, FSCP®


Patrick began his financial planning career upon graduating from college in 2006, joining M&T Financial Partners shortly thereafter. Working with families to develop their personalized and holistic financial roadmap, he practices in...

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Stephen K. Collins, CLU®, ChFC® 


Stephen Collins received his Bachelor of Science in Business Administration from the University of Missouri and his MBA from Ole Miss. As a FINRA registered General Securities and Municipal Bond Principal, he served as the General...
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Diana L. Scheel, CLU, CHFC, FLMI


Diana has over forty years of experience in the financial services industry, and began her practice as a financial advisor in 2005. She focuses on serving the insurance and investment needs of her clients by building trusting...

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Jeremy Mandel


Jeremy has over a decade of experience as a financial advisor, specializing in retirement income and investment planning. He has a unique perspective with the knowledge and experience to help clients weather any financial storm - and...

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Ryan Hamman


I am committed to helping my clients protect their assets and reach their financial goals. I graduated from Churchill High School in San Antonio and received a Bachelor's degree in Kinesiology from UT Austin. In my previous life I was...

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Kevin L Berry


Kevin Berry is a graduate of Texas A&M University in College Station with a Bachelor of Science in Economics and a Minor in Business. Since graduating he has held several senior leadership positions at various corporations across the...

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Melinda Adams


Melinda has been in the financial services industry for over ten years initially as a Certified Financial Coach and now as a Financial Advisor. After several years as a corporate sales executive with companies like Oracle & IBM, as...

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Nick Olivares


Nick graduated from UT San Antonio in 2013. Prior to joining M&T Financial Partners, he was part of a financial services team as an assistant in a wealth management department at USAA. Nick’s previous experience also includes...

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Gary Miller,  CPA*, CLU, ChFC, CLTC


Gary Miller is a graduate of the University of Texas in Austin with a BBA in Accounting, and achieved his CPA in 1976. He has worked with the public accounting firm of Touche Ross in Dallas, and in various financial positions with...

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Jenn Strack-Hurst, FPQP™

Operations Manager

Jenn joined Miller & Tsakopulos in November 2014, bringing over 8 years of experience in management support in financial services. Jenn plays an important role in supporting all of the financial professionals on our team...

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Bobbie Blouin

New Business Manager

Bobbie joined M & T Financial Partners in July 2020. Bobbie brings over 20 years of experience in the financial industry. Her extensive experience in client services, and a specialty in financial professional support...

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Genna Otte

New Business Director

Genna joined the M&T team in January 2016, bringing 13 years of experience in Credit Union operations and client servicing. Genna coordinates all aspects of our Life Insurance, Disability Income and Long-Term Care business. She is also...

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Emily Williams

Client Care Director

Emily joined Miller & Tsakopulos January 2018, bringing over 20 years of office management and client services experience. As a veteran of the US Air Force, she understands the discipline, determination, and dedication to serve the...

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Jorgena Munoz

Client Care Representative

Jorgena joined Miller & Tsakopulos in 2019 bringing over 11 years of experience in the financial industry. Her background in the different cycles of business has given her an expertise in understanding how relationships between clients...

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