Broker Check

Our Team

XEO Wealth Planning

Owen Miller

President, Financial Advisor

(254) 522-7002

owen.miller@xeowealth.com

Edward Owen Miller is the founder of XEO Wealth Planning and serves as a financial advisor at Lincoln Financial Securities Corp. With over 15 years of service as an award winning financial professional, Owen is passionate about helping others reach their goals through education and sound financial planning, and brings that passion with him to the office each and every day.

Owen earned his Bachelor of Business Administration degree from Midwestern State University, and currently holds his Series 7 and 66 securities licenses. He is also licensed thru the Texas Department of Insurance as a General Lines Agent: Life, Accident, Health & HMO.

Currently, Owen serves on the Board of Directors for Texas Heritage Trails LLC which produces Authentic Texas magazine. Authentic Texas is a quarterly publication that showcases Texas people, places, events, & stories. This magazine is available at no cost from more than 100 visitor centers, heritage sites, and select business establishments throughout the Lone Star state, and can be read online at authentictexas.com

Owen has also served numerous years on the Board of Directors for the Texas Forts Trail, a 501(c)(3) nonprofit organization that is dedicated to promoting economic growth thru the lens heritage and cultural tourism in West Central Texas.

He was previously involved with the Abilene Military Affairs Committee, and Abilene Hope Haven where he served on the board and executive committee as Chairman.

Outside of the office, Owen enjoys kayaking, dove hunting, coaching youth sports, and spending quality time with his family

Jackee Ellis

Client Relationship Manager

(325) 660-7278

jackee.ellis@xeowealth.com

Jackee Ellis joined the team in 2021 as Client Relationship Manager for Owen Miller. She worked many years as Owen's Office Manager/ Administrative Assistant before he founded XEO Wealth Planning.

Her role is to ensure we maintain an active and personal line of communication with all client families we serve. She is also in charge of scheduling client meetings and event coordination.

Jackee is an XEO Wealth Planning client and looks forward to building a strong relationship with other clients by making sure they are well taken care of.

When she’s not in the office, Jackee enjoys spending time with her family and friends whether they are eating, playing board games, or taking trips.