Meet Our Associates

Senior Financial Advisor
Senior Vice President - Investments
Senior Fundamental Choice Portfolio Manager

My purpose is building lasting connections with people and my passion is investments and financial strategies.  Having the privilege to be a financial advisor with Wells Fargo Advisors is a dream career for me.  My personal mission as an advisor is to use my extensive background to optimize my clients’ financial lives which includes avoiding unnecessary financial risk.
 
Prior to joining Wells Fargo Advisors in 2016, I worked for five years as a Senior Private Banker with Morgan Stanley Private Bank, N.A. My experience also includes positions with Merrill Lynch Wealth Management and Bank of America.  I hold a Master’s degree in finance from Texas A&M University – Commerce.  In continuing my education, I subsequently earned a CERTIFIED FINANCIAL PLANNER™ (CFP®), practitioner designation from the University of Texas at Austin.  This prestigious board certification means that I have met stringent knowledge and experience requirements in a broad array of disciplines including investment management, estate planning, insurance, retirement planning and income tax.  In addition, the CFP® moniker requires a commitment to a strict ethical code and fiduciary standard.

Personally, I am a constant reader and a regular runner.  My family’s volunteer efforts focus on organizations that we hold very dear to our hearts including the Central Texas Food Bank and Head for the Cure brain cancer research.  Most importantly, I’m an exuberantly proud family man living in South Austin with my wife Jennifer and our twins, Collin and Camille.

CFP® Credentials

Senior Financial Advisor
Senior Vice President - Investments
Senior Fundamental Choice Portfolio Manager

As a Financial Advisor, I am dedicated to providing holistic financial advice and investment management. Through a customized investment approach, I help clients develop and implement strategies for building and preserving wealth and realizing their goals. As a Wells Fargo Advisors client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust Services, Insurance, as well as various customized and more traditional lending products.

I hold a Master’s degree in Business Administration from St. Edward’s University. I have also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®), professional designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this prestigious designation, I studied five core competencies: investments, retirement, estate, income tax, and insurance. The CFP® certification requires a commitment to a strict ethical framework, and I am held to a fiduciary standard when providing financial advice. I keep my professional acumen sharp through my engagement in the FinancialPlanning Association®.

My wife, Erin, and I are experiencing the joys of parenthood with our children, Emma and Maddie. We also enjoy incorporating our two dogs, Orly and Sadie, into our personal lives, as we experience all Austin has to offer.

As a Portfolio Manager, I create and manage customized investment portfolios for my clients. I utilize Wells Fargo Investment Institute’s guidance and insight in this process*. I am committed to delivering a high-quality investment solution that is designed to preserve and grow client assets through various market cycles and economic conditions.

CFP® Credentials

Senior Registered Client Associate

As a Senior Registered Client Associate, I fully support Senior Financial Advisors Jeremy Vance and Will Locke of Legacy Wealth Management Group of Wells Fargo Advisors in their pursuit of excellence with their clients. I have always been dedicated to providing you the trusted advice and exceptional service you deserve. My role is attention to details in areas such as investment maintenance, strategy implementation, and practice management execution. I also engage with Clients to deliver an exceptional level of service for requests such as money movement, answering questions, and assistance with operational tasks such as opening and maintaining accounts. As an industry veteran with 26 years of financial services experience, I have helped Advisors and Clients navigate multiple market cycles. We appreciate your business and thank you for trusting us with your financial investments and future success.

I grew up in Baltimore, MD then moved to Burlington, Vermont, where I’ve spent most of my life. I moved to Austin to be close to my wonderful children, Electra and Justin. I’m very proud of the fine young adults they have become. In my spare time, I enjoy my four dogs, I call Meatball and the Munchkins, one large and three tiny. I also love dancing and have spent many years (most of my life) studying Argentine Tango, Savoy, and Hollywood style Lindy Hop and Ballroom. My favorite place to be is on the dance floor and spending time with the wonderful friends I’ve met through the dancing community. My prior community involvement led me to an opportunity to serve as Board President for 15 years to Non-Profit-Vermont Dental Care. I’m committed to the mission of providing free dental care for low-income children, which is vital for health and a chance for confidence in their future.

Senior Wealth Strategist
Executive Director
 
Bob Petix is a Senior Wealth Strategist located in Austin, Texas. Mr. Petix focuses on working with clients to help them develop customized wealth plans and implementing solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and vision for their legacy.

Prior to joining Wells Fargo, Mr. Petix was an attorney at the law firm of Hinckley Allen & Snyder, LLP, where he was a partner in the Trusts and Estates Department.

Mr. Petix earned a Bachelor of Arts in English Literature from Columbia University in 1986. He earned his Juris Doctor from the University of Georgia School of Law, Magna cum laude, in 1997.

Lead Wealth Management Banker
Vice President

Betsy is a Lead Wealth Management Banker with Wells Fargo Wealth & Investment Management division located in Austin, Texas with more than 20 years of experience in the financial services industry. As a lead wealth management banker, Betsy delivers lending, cash management and deposit solutions, while also providing access to highly structured credit facilities. An integral part of the relationship team, she starts by understanding a clients’ unique needs and overall financial goals, and then leverages the vast resources within Wells Fargo & Company to offer full balance sheet solutions that help achieve those goals.

Prior to joining Wells Fargo in 2004, Betsy worked with her husband, Fred, in the Food & Beverage Industry. Together they owned and managed restaurants and catering companies in the Austin area.
 
Betsy resides in Austin, Texas with her husband, Fred. She is an avid college football fan and still enjoys baking for her family and friends. She is passionate about reading and loves to volunteer by reading to young children.

Business Owner Advisory Strategist
Executive Director

Jeremy Miller is a Lead Strategist with Business Owner Advisory within Wells Fargo’s Advice and Planning. Jeremy advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and planning guidance regarding business transition, succession, and governance. Business Owner Advisory provides advice that integrates business value, financial and wealth implications, owner and family dynamics, personal objectives, and tax considerations to aid clients in evaluating their transition options.

Jeremy has over 18 years of financial services experience as a Financial Planner and Wealth Planning Strategist working with business owners on their estate planning, personal cash flow planning, charitable planning, and other personal planning topics. He was a leader on the Specialized Wealth Services team focusing on building planning solutions and working with large clients of the firm.

Jeremy earned a Masters of Business Administration from Utah State University, as well as undergraduate degrees in Finance and Economics from Utah State University. Jeremy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, is a member of the Salt Lake City Estate Planning Council, and the Exit Planning Institute.

He resides in Hooper, Utah with his wife and six boys where he enjoys spending time in the outdoors and traveling with his family.

Senior Custom Credit Banker
Executive Director

Gerald Gold is a senior custom credit banker with Wells Fargo Bank within the Wealth & Investment Management division located in Houston, Texas with more than 17 years of experience in financial services.

Gerald works as part of a team to help meet the comprehensive wealth management goals of high-net-worth individuals and family offices. As a senior custom credit banker, he specializes in providing deep custom credit knowledge and experience to deliver tailored lending solutions that support clients’ complex borrowing needs. These complex solutions include a variety of assets, such as complex investor real estate, life insurance premium finance, and concentrated or semi-liquid collateral.
 
Gerald earned a Bachelor of Science in Psychology from Southwest Texas State University.
 
Gerald and his wife Kim live in the Katy area and have two children.

Head of Trust Oil, Gas & Mineral Asset Management
Executive Director

Paul Midkiff is head of the Trust Oil, Gas & Mineral Asset Management group with the Wealth and Investment Management office located in San Antonio, TX.  Paul has more than 40 years of experience in the oil and gas industry and has been with the Oil, Gas and Mineral Management group for 13 years.  Mr. Midkiff’s team includes 22 professionals in five locations providing a comprehensive suite of mineral management services to help clients manage returns and risks associated with their mineral holdings.

Prior to joining Wells Fargo, Mr. Midkiff did consulting work for several large mineral owners and was the manager of the Specialty Assets Group at JPMorgan.

Paul earned his Bachelor’s degree in Petroleum Land Management from the University of Texas at Austin.  He is also a Certified Professional Landman, the highest designation awarded to professional landmen and a Certified Mineral Manager (CMM) designation through NARO. 

Paul is a member of the American Associate of Professional Landmen (AAPL), San Antonio Association of Professional Landmen (SAAPL), and National Association of Royalty Owners (NARO).

Paul currently resides in San Antonio, Texas.

Senior Trust Real Estate and Specialty Asset Advisory Specialist
Executive Director

As a senior trust real estate and specialty asset advisory specialist at Wells Fargo Bank, Colby Winzer is a regional business development leader at Wells Fargo Bank for Real Estate Asset Management, Oil, Gas & Mineral Management, and Closely Held Asset Management.

Mr. Winzer works directly with clients to help enhance their real estate and specialty asset portfolios in order to pursue their planning and investment goals, while mitigating some of the risk. This work includes asset management strategies to pursue real estate acquisitions and sales, and relationship management. Additionally, he works with clients who own closely held business interests and oil and gas interests to help manage and oversee those assets.

With a career spanning over 17 years, Mr. Winzer has experience in agricultural real estate investing, with a focus on conservation easements, carbon markets, sustainable farming practices and alternative energy development.

Prior to joining Wells Fargo in 2014, Mr. Winzer owned Sam Houston Land Company and focused primarily on agricultural real estate and energy related real property consulting. Mr. Winzer was raised in a multigenerational farming and ranching family and is still personally and professionally active with associated organizations.