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.