Meet Our Associates
Legacy Wealth Management Group of Wells Fargo Advisors was born out of a collective commitment to comprehensive planning, exempliary service and prudent asset management practices.
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Jeremy Vance, MBA, CFP®, CEPA®
Senior Financial Advisor
Senior Vice President - Investments
PIM® Portfolio Manager
Certified Exit Planning Advisor
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 Vice President - Investments
PIM® Portfolio Manager
Certified Exit Planning Advisor
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
Contact
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Will Locke, CFP®, MBA, CEPA®
Senior Financial Advisor
Senior Vice President - Investments
Senior Fundamental Choice® Portfolio Manager
Certified Exit Planning Advisor
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 Vice President - Investments
Senior Fundamental Choice® Portfolio Manager
Certified Exit Planning Advisor
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
Contact
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Chelsea Daniel
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.
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.
Contact
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Jeremy Miller, CFP®
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.
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.
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Paul Midkiff
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.
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.
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J. Colby Winzer
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.
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.