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"I love the relationship aspects of what we do. I'm honored to be able to help people walk through financial complexities and replace their concerns with clarity and a vision."

Zack is the Vice President at Aspect Wealth Management, a firm committed to providing comprehensive and personalized financial guidance to its clients. With a bachelor's degree in business administration from Thomas Edison State University, he has laid a strong foundation for his career in finance.

After completing his Certified Financial Planner™ program and obtaining his securities registrations, Zack joined the team at Aspect Wealth Management Advisor team. In this role, he works closely with complex client relationships, helping them navigate the intricacies of financial planning and investment management. His expertise and dedication have earned him recognition as a trusted advisor among his clients.

In addition to his role as the Vice President, Zack serves as a Regional Director with Cetera Wealth Services LLC. In this capacity, he leverages his knowledge and experience to support the growth and development of the firm, while also ensuring the delivery of top-notch financial services to clients.

Outside of work, Zack enjoys spending time with his wife and their three children, including two sons and a young daughter. He has a deep appreciation for the outdoors and can often be found hunting, fishing, or coaching his children’s sports teams. A self-described coffee enthusiast, Zack enjoys exploring new roasts and sharing that passion with others.

Zack's commitment to his clients and his profession extends beyond his work at Aspect Wealth Management. He is actively involved in mentorship roles, assisting young professionals in their journey to success within the financial services industry. He also supports his wife in her non-profit organization, GirlDefined, which focuses on empowering and educating young women.

Zack brings enthusiasm and dedication to his work, helping clients achieve their financial goals and secure their financial futures.

9311 SAN PEDRO AVE., STE 750, SAN ANTONIO, TX 78216 TEL 1-877-702-7732 FAX 210-268-1560 ASPECTWEALTH.COM

Securities are offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4086170.

“My favorite thing? Working with people! From corporate roles, through consulting engagements to working one-on-one personally with clients, it’s so satisfying to come into a situation that is complex or stressful for others and structure solutions that restore their confidence, reduce their stress, or improve their capabilities.”

Denise is loving the transition from Aspect’s Director of Operations to Financial Advisor. In doing so, she empowers collaboration amongst the Operations and Client Services Teams through cross-training opportunities which decreases the need for her direct oversight. This two-fold strategy strengthens the Team’s knowledge base and provides a wider base of support for clients as she focuses on where her heart is… directly with clients and their families. Denise’s dedicated commitment to truly know and understand her clients stems from having her own consulting firm grown predominantly on well-established client relationships who provided 100% of the referrals leading to new clients. Keeping promises and nurturing each client relationship allows Denise to proactively identify and address client needs. She helps clients avoid potential stumbling blocks at each life milestone and understand the drivers to meet their personal goals. This empowers her clients to make mindful, informed decisions for their future. Prior to Aspect, Denise was CFO and Director of Shared & Support Services for St. Peter-St. Joseph’s (St. PJ’s) Children’s Home after serving as the Director of Finance/Controller for Santa Rosa Healthcare. Denise is a Certified Public Accountant (CPA) and graduated from Texas State University with a bachelor’s degree in management.

Outside of the office, Denise and her family can be found wherever there is water—liquid or solid. They spend time at Lake LBJ, boating and water skiing, and on the ski slopes in the winter. Denise also has volunteered for several nonprofit organizations that mentor kids at risk. She is a Board Member at the San Antonio Parks Foundation and has also served at:

• The Saddle Light Center
• Texas Society of Certified Public Accountants
• American Institute of CPAs
• FBCUC Holy Rollers Motorcycle Missionary Outreach

“I enjoy managing the different aspects of setting up new accounts, efficiently addressing client requests and training opportunities with the team, which keep us meticulous in our business.”

Evita serves as Aspect’s Client Services Manager supporting the firm’s advisors with account creation, fund transfers, account maintenance and oversee all aspects of Client Service Team. Leading the front lines in client services, she is focused on providing each client with a personalized experience amidst avid collaboration with Cetera Wealth Services, formerly Cetera Advisor Networks, Pershing and other involved firms modeling top tier service to ensure accuracy for each account. She thoroughly explains information required to prepare client paperwork, seeing the process through fruition, all the while liberally doling out to everyone she communicates with huge portions of “the AWM love”. Having a seasoned resource like Evita helps bring clarity in what can seem like a complicated process.

Prior to moving to San Antonio and joining Aspect, Evita served as Vice President and Trust Officer for Border Capital Bank (formerly McAllen National Bank) for 10 years, though her knowledge with personal trusts, irrevocable life insurance trusts (ILIT), court-created trusts and employee benefits was obtained while she was part of J.P. Morgan Chase Private Banking in McAllen. She is also fluent in Spanish.

Most evenings, after Evita gets off work, she reverts to her medical training days as she administers home hemodialysis to her husband. She loves spending time with family and friends as well as reading fictional books, plus what her family calls Evita’s “no-nonsense” books. She can be found dabbling at sewing, gardening, creating gifts for her family or trying out new recipes on the weekends.

“I love serving people and making them feel appreciated. We truly have the best clients, and it is an absolute blessing to be part of the Aspect Family.” 

Paola is instrumental to Aspect’s office operations, managing everything from phone calls, preparation for client meetings, and event coordination, to diligently supporting advisors and improving processes. She started as an intern in April of 2023 and joined the Aspect family after graduating from the University of Incarnate Word with a Bachelor of Arts in Business with a concentration in Finance. 

Originally from Monterrey, Nuevo Leon, Mexico, Paola moved with her family to New Braunfels, TX, in 2012 and quickly adapted to American culture, serving as the family liaison at school and managed the family finances. She is a soccer and football fan who can be found at soccer matches with her sisters or watching a football game with her brother. In her free time, she enjoys travelling to Gulf Shores, Alabama in true Swiftie mode. Her love for Texas continues to deepen as she explores local hot spots, enjoying a cup of coffee with friends.