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9311 San Pedro Avenue, Suite 750, San Antonio, TX 78216

210-268-1500
info@aspectwealth.com
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About Us
A Team Defined by Discipline and Purpose

AboutWhy us? Because we’re about you

About
Why us? Because we’re about you

Achievement and success often come with financial complexity. The Aspect team can help simplify your financial life so you can live the life you envision. Our fact-based investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility.

What Makes Us Different
Built on Principles That Put You First

The way we work isn't accidental — it's the result of clearly defined principles that guide every decision we make on your behalf.

Achievers Building Legacies

Retirees, families, business owners, physicians, charity organizations and foundations choose us to help them plan, invest, and manage their wealth.

Independence with Accountability

You always receive a warm welcome and a listening ear at Aspect. You’re our priority and we‘re accountable to you.

Upholding Excellence

The fiduciary standard has been our standard since the founding of our firm. As an independent financial firm, we and our service providers work for you. Meet them.

Meet The Team
The Professionals Behind Your Strategy

Get to know the people, credentials, and shared philosophy that drive the work we do every day.

Michael Clark

Michael Clark, CIMA®, CRC®

President and Regional Director

Zachary Clark

Zachary Clark, CFP®

Vice President and Regional Director

Justin Horsman

Justin Horsman

Financial Advisor

Jane Weekley

Jane Weekley

Financial Advisor

Evita Hernandez

Evita Hernandez

Client Services Manager

Ghilda Rodríguez

Ghilda G. Rodríguez

Operations Manager

Celeste Jones

Celeste Jones

Senior Client Services Associate

Patrick Lane

Patrick Lane, MBA

Investment Assistant

Paola Garza

Paola Garza

Office Administrator, Event Coordinator

Antoine Biegle

Antoine Biegle

Client Services Associate

Get Started
Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan