Broker Check

Our Team

James Tsakopulos III, LUTCF, CLTC

210-390-0305

jamest@financialguide.com

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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Diana L. Scheel, CLU, CHFC, FLMI

210-384-5386

dscheel@financialguide.com

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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Parth J. Rana, FSCP®, CFBS

210-399-0921

prana@financialguide.com

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®

210-390-0310

ptaylor@financialguide.com

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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Jeremy Mandel

210-384-5395

jeremymandel@financialguide.com

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

210-384-5391

rhamman@financialguide.com

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

361-815-4124

kevinlberry@financialguide.com

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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Lauren Sanditen

210-384-5375

Lsanditen@financialguide.com

Lauren is originally from Laredo Texas and has been in San Antonio since the year 2000. She had 19 years experience with Scottrade and was previously with Schwab and Merrill Lynch. Lauren studied liberal arts at Sophie Newcomb college...

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Gary Miller,  CPA*, CLU, ChFC, CLTC

210-390-0300

garymiller@financialguide.com

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 advisors on our team and works closely with...

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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

New Business Associate

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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Kristina Ortiz

Client Services Coordinator

Kristina joined the Miller & Tsakopulos team in November of 2019. She brings with her over 15 years of customer service and client relations experience. Kristina has worked in the financial planning industry and excels in her role as a...

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