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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 a Partner and Financial Advisor 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 a Financial Advisor, Zack serves as a Regional Director with Cetera Advisor Networks 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 his professional life, Zack is a devoted family man. He and his wife are blessed with two sons, whom they adopted from Ukraine in early 2021. Together, they enjoy spending time outdoors, engaging in activities such as hunting, fishing, and playing basketball. A coffee connoisseur, Zack enjoys exploring new flavors and roasts, and he is always eager to share his knowledge and 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

Investment adviser representative offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a Broker/Dealer and a Registered Investment Adviser. Cetera Advisor Networks LLC 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 serves a dual role, as a Financial Advisor, as well as the Director of Operations at Aspect.  Her clients have primarily come from relationships built during her corporate consulting and leadership career.   She has a special affinity for working with those who may not recognize how strong and successful they can be... teaching them, building their confidence in their financial decisions, and encouraging them to move forward boldly in life and in their own knowledge and abilities, all within the protective shelter of the combined Aspect Wealth Management team's guidance.  Operationally, Denise has responsibility for streamlining and standardizing processes and systems in order to ensure that we keep our promises to clients and to build capacity for growth.  Prior to Aspect, Denise consulted for companies in financial services, healthcare, energy, real estate, entertainment, and IT, providing strategic planning, financial and operational guidance, and helping them address seemingly unresolvable situations.  Previously, Denise was CFO and Director of Shared & Support Services for St. Peter-St. Joseph Children’s Home, growing the budget through building relations with key stakeholders, strengthening the Board's and stakeholders' trust and confidence in the organization by implementing controls, improving the quality and timeliness of reporting, building and adhering to strong financial plans, and establishing consistency and reliability by automating systems for several key processes. Denise is a Certified Public Accountant and holds her investment securities licenses.  She graduated from Texas State University with a Bachelor of Science 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

“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 Senior Client Services Associate supporting the firm’s advisors with account creation, fund transfers and account maintenance. Leading the front lines in client services, she is focused on providing each client with a personalized experience amidst avid collaboration with 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.