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 needs of clients and advisors. She comes to us after spending 7 years with one financial advisor and would now like to expand her talents serving our group of advisors. She prepares investment and life insurance applications, keeps track of all insurance approvals and establishes investment account transfers while specializing in customer care services.