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Kristina Ortiz

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 liaison between clients and their advisor. With her education and experience, Kristina plays an integral role to ensure that client information is kept up to date and accurate, assists in scheduling client appointments, and maintaining client records.

In her free time, Kristina enjoys spending time with her family and going to the movies. She and her husband have a teenage son, two dogs, and two cats.