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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 serves as Partner and Financial Advisor, overseeing trading allocations at Aspect Wealth Management. He graduated from Thomas Edison State University with a Bachelor of Science degree in Business Administration. He then completed the Certified Financial Planner™ program and earned his securities registrations before joining Aspect. Zack also serves as a Regional Director with Cetera Advisor Networks LLC.

In his spare time, Zack hunts, fishes, and plays basketball. He serves in mentorship roles and also assists his wife with her nonprofit organization, GirlDefined. Ask Zack about coffee—as a self-professed connoisseur, he loves trying new coffees and roasts.

“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 love working with people!  Finding ways to make each of our clients feel special and appreciated is something I truly enjoy.  On the business side of my position, I get a kick out of streamlining and automating processes… anything to make things more efficient.”

Jenny serves as Aspect’s Office Manager. She supports clients, along with everyone in the office, by being the first to answer calls and greeting everyone who comes in the front door. She is responsible for the scheduling and setting up for meetings, whether that be coordinating paperwork or making delicious snacks. Clients and visitors always feel the warmth of her welcome. She plays a crucial role in maintaining accurate records, compliance and developing system improvements. Originally from California, Jenny and her husband got to Texas as fast as they could, buying acreage near Pleasanton where they are “experiencing the farm life” with their goats, four dogs and a donkey, for now… check with Jenny for the latest farm update the next time you see her!

There are three places you are likely to find Jenny… in the office, on her farm or volunteering at the local animal shelter. Animals are her passion and as many as she can get her hands on, she will.