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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 2014. 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 Bri recently welcomed their second child, and the family actively participates in church.

“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