Broker Check

Our Team

Gary Miller,  CPA*, CLU, ChFC, CLTC

210-390-0300

[email protected]

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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James Tsakopulos III, LUTCF, CLTC

210-390-0305

[email protected]

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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Patrick Taylor, FSCP®

210-390-0310

[email protected]

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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Parth J. Rana, FSCP®, CFBS

210-399-0921

[email protected]

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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Diana L. Scheel, CLU, CHFC, FLMI

210-384-5386

[email protected]

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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Ronnie E. Huie | CFBS

210-714-2333

[email protected]

With all the demands of running a business, you need a financial concierge you can depend on to help you protect your family's financial security. That's why business owners in Texas turn to Ronnie Huie as a reliable resource in...

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Kevin L Berry

361-815-4124

[email protected]

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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Anne P. Maclure

Executive Assistant

Anne Maclure is the administrative assistant to Gary L. Miller, with a concentration on providing superior customer service and support. She is a long-time veteran of the insurance industry, having worked for the company for nearly 30...

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Jenn Strack-Hurst

Financial Paraplanner Qualified Professional™

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

Executive Assistant

Genna joined the Miller & Tsakopulos team in January 2016 after working at a local Credit Union for 12 years. She is the friendly face that greets you at the front desk or welcomes your call to the office. Genna maintains our files and...
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Emily Williams

Executive Assistant

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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