Broker Check

Our Team

James Tsakopulos III, LUTCF, CLTC

210-390-0305

jamest@financialguide.com

James has over 20 years of experience as a Financial Advisor helping small business owners and families make informed financial decisions based on trust and confidence. His practice is primarily made up of business professionals, more...

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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

As the Jr. Partner of Miller & Tsakopulos Financial Partners, Patrick works with families and business owners to develop and implement holistic financial strategies. Patrick's role in the practice is to help educate clients on taxes,...

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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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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 Miller & Tsakopulos team in January 2016 after working at a local Credit Union for 12 years. Genna maintains our files and...

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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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Connie Stewart

Director of First Impressions

Connie joined Miller & Tsakopulos in April of 2019 after being in the hospitality industry for 10 years. With extensive customer service experience Connie will be the friendly face that greets you and welcomes you to our office. Connie...

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