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...
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...
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...
Stephen K. Collins, CLU®, ChFC®
stevecollins@financialguide.com
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...
Jeremy Mandel
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...
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...
Kevin L Berry
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...
Melinda Adams
melindaadams@financialguide.com
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...
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...
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...
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...
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...
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...
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...
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...