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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

“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 and Bachelor of Arts degrees 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.

“I enjoy working with people and helping with all of the different aspects of making sure their accounts are up and running. Details are so important in our business, and we are meticulous in making sure they’re correct.”

Evita serves as Client Services Associate at Aspect, supporting all of the firm’s advisors. As part of the client services team, she researches the paperwork required for accounts and investments, submits paperwork for alternative investments and insurance, and helps clients with whatever they need. Prior to moving to San Antonio and joining Aspect, Evita served for 10 years as Vice President and Trust Officer for Border Capital Bank (formerly McAllen National Bank). Previously she assisted with personal and court-created trusts and employee benefits at J.P. Morgan Chase Private Banking in McAllen. She is also bi-lingual.

In her free time, she is an enthusiastic gardener, always on the lookout for new, unusual flowers and plants to add to the collection.

“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.

“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.