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“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.

“I love what I do—taking my interest and experience in investments and using it to help clients realize their potential and their visions for the future.”

Jane Weekley is a Financial Advisor at Aspect Wealth Management and an Investment Advisor Representative with Cetera Advisor Networks LLC. She provides a disciplined financial planning process to help individuals and families accumulate, preserve, and protect their wealth. Jane was a founding member of The Trust Company, N. A. in San Antonio where she also served as a trust administrator and marketing officer. Prior to Aspect, Jane served as a Financial Consultant at Salomon Smith Barney in San Antonio. Before moving to Texas, Jane worked as an asset manager for 15 years in the real estate investment banking division at UBS Asset Management (formerly Chase Investors Management Corporation) in New York.

Jane graduated from The University of Texas at Austin with a Bachelor of Science degree. She also earned a Master of Business Administration degree in finance from Fordham University, New York, New York. She also holds a certificate from The Texas School of Trust Banking, Texas Bankers Association.

Jane has served in organizations including:

• HeartGift San Antonio, Board of Directors
• Masters Leadership Program of Greater San Antonio
• San Antonio Estate Planners Council
• The Oakes Club
• Rotary (Downtown Association)
• The Junior League of San Antonio
• Cancer Therapy & Research Center Council
• Southwest Foundation for Biomedical Research

“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 has served at:

• The Saddle Light Center
• Texas Society of Certified Public Accountants
• American Institute of CPAs
• San Antonio Parks Foundation

“I do what needs to be done that no one else can do! From making sure that the office space communicates a welcoming ambiance to scanning vital documents for archiving, I want everyone—clients and staff—to have what they need to feel comfortable and cared for.”

Carole is often busy behind the scenes at Aspect, but her presence is felt throughout the office. In the past she worked as an interior design consultant for Ethan Allen, and recently oversaw the Aspect office renovation project. Carole also teams with Jacqueline to coordinate semi-annual client events and other projects aimed at ensuring a high-quality experience for attendees.

Away from the office, she helps care for her parents, as well as helps people coordinate and decorate for events such as showers, weddings, and entertaining. She has also served at:

• Texas Hill Country Pregnancy Care Center
• Texas Justice Foundation