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“As a wealth manager, I love using numbers and analysis to help people make decisions about the most important areas of their lives. It’s a privilege to be able to have a dramatic impact on a family’s well-being for multiple generations.”

Jeff co-founded Aspect Wealth Management and serves as Vice President. He provides financial advisory, risk management, and consulting services to retirees, executives, physicians and families. Jeff started his professional career as a Financial Consultant and Investment Analyst at Smith Barney. He graduated from Trinity University in San Antonio with a Bachelor of Science degree in Accounting and Economics. While at Trinity, he was inducted into Omicron Delta Epsilon, the Economics honor society. Jeff then earned a Master of Business Administration degree with a concentration in finance from the University of Texas at San Antonio. In 2003, he

Completed the Certified Financial Planner™ program. Jeff also serves as a Registered Principal with Cetera Advisor Networks LLC.

Jeff and his family spend part of each summer at a cabin in Canada that has been in his family since 1909. They also enjoy travel abroad, reveling in northern Europe’s hot (65 degrees) weather there as a relief from San Antonio heat.

Jeff has served with a number of professional and charitable organizations, including:

• Texans Can Academies
• Financial Planning Association
• Society of Financial Service Professionals
• Director, Lone Star Transplant Association
• United Network for Organ Sharing

“Managing personal assets can be intimidating, even for clients who have had multi-billion-dollar budget responsibilities in their careers. We bring solutions to people who need them, and the relief they express is palpable—it’s a big part of why we do what we do.”

Max serves as Partner and Financial Advisor at Aspect Wealth Management and co-advises with Michael Clark on client accounts. He also manages investment implementation and execution. Max previously served as Governor of Patriot Academy 2011, a political leadership boot camp that trains young men and women in leadership strategies, life purpose plans, media relations, public speaking and advanced communication skills, campaign techniques, and a founding fathers' philosophy of government. Max earned a Bachelor of Science degree in Business Administration with a focus in finance from Thomas Edison State University in a year and nine months at the age of 20, simultaneously earning his securities registrations. He completed the Certified Financial Planner™ program in 2104. Max also serves as a Regional Director with Cetera Advisor Networks LLC.

Sports, including golf, football, and Frisbee golf are hobbies in what little spare time available. As a new dad, Max and his wife recently welcomed their first child, and the family actively participates in church.

“My favorite thing? Working with people! From corporate roles, through consulting engagements to working 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 as Director of Operations at Aspect, with 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. She has initiated projects to automate IT, security, and compliance processes. Prior to Aspect, Denise consulted for companies in financial services, healthcare, energy, real estate, entertainment, and IT, providing financial and operational guidance, trouble-shooting, system selection and implementation and other remediation efforts for her clients. Previously Denise was CFO and Director of Shared & Support Services for St. Peter-St. Joseph Children’s Home, growing the budget and building automated IT systems for several key processes. She graduated from Texas State University with a Bachelor of Science degree in Management. Denise is a Certified Public Accountant and holds investment securities and insurance licenses.

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 served at:

• The Saddle Light Center
• Texas Society of Certified Public Accountants
• American Institute of CPAs

“Bringing joy to people is my passion. Whether that be through accomplishing a task for someone, finding a more convenient way for them to complete a goal or saying something that will make them smile. If I can do my job excellently while instilling joy in others, there’s almost nothing else that makes me happier.”

Katy went from interning at Aspect, where she gained valuable office experience, to serving as a Client Services Associate, supporting clients, as well as all of the firm’s advisors. However, often she thinks she is the office comedian or in-house karaoke singer. When she is not setting up and maintaining accounts, processing requests, or researching process improvements, she is sending out a daily joke to put a smile on everyone’s face.  She is a graduate from the UTSA College of Business where she majored in Management and is a recipient of the Terry Scholarship. While going to school full time, she also worked in management at the YMCA for 6 years.

When you do not find her at the office, she is coordinating events, serving in her church, swing dancing, or spending time with one of her seven siblings and parents.

“I’m a people person and really enjoy coordinating and organizing processes so that everything runs smoothly. Wherever we can streamline a process or remove an obstacle for a client—that’s a win for everyone.”

Jacqueline is instrumental to Aspect’s office operations, managing everything from scheduling, event coordination, and phone calls to supporting advisors and improving processes. She joined Aspect after graduating from Thomas Edison State University with a Bachelor of Arts degree in Humanities, studying Spanish, communications, leadership, religion, and philosophy. Since 2014, Jacqueline has been closely involved with GirlDefined Ministries, a nonprofit organization in San Antonio. She volunteered as the ministry’s Communications Assistant for 2015. Currently, she serves at ministry events, both locally and across the U.S. She has also taught Spanish and is fluent.

In her free time, you’ll find her with friends taking in the farmer’s market at The Pearl, walking, exploring, or jogging along the Riverwalk extension, drinking local coffee, and enjoying everything San Antonio has to offer. If she isn't doing these things, she'll be singing along while playing guitar or piano.