Team

Let us show you the difference. Aspen Wealth Management sets itself apart by providing a personalized view of a client situation, including the tax aspects of decisions. We encourage questions, and have established an atmosphere where learning and understanding is a priority. Integrity, quality, transparency and exceptional service are the cornerstones of our business.  

 

Kay Allen, CFP®

CERTIFIED FINANCIAL PLANNER™

817.546.6353

817.769.2979

Kay@AspenWealthMgmt.com

Kay Allen is a CERTIFIED FINANCIAL PLANNER™ professional. She joined Aspen Wealth Management in 2013 and heads the Colleyville office. Prior, she worked for a large financial firm doing investments and financial planning.
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Candace Scholz, CFP®

CERTIFIED FINANCIAL PLANNER™

817.546.6353

817.769.2979

Candace@AspenWealthMgmt.com

Candace Scholz is a CERTIFIED FINANCIAL PLANNER™ professional and joined Aspen Wealth Management in 2015 as a Financial Planning Associate. Prior to joining the firm, she held various roles within the healthcare industry, from...

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Nathan Davis, CFP®

CERTIFIED FINANCIAL PLANNER™

817-546-6353

Nathan@Aspenwealthmgmt.com

Nathan is a CERTIFIED FINANCIAL PLANNER(TM) professional, joining Aspen in 2016. Nathan previously worked with a large institutional custodian as a planning & guidance consultant in their retirement plans division. His knowledge of...

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Helen Stephens, CFP®

CERTIFIED FINANCIAL PLANNER™

817.546.6353

817.763.2979

Helen@AspenWealthMgmt.com

Helen Stephens founded Aspen Wealth Management in late 2011. Helen has been a CERTIFIED FINANCIAL PLANNER™ professional since 1993, an Enrolled Agent (EA) since 2009, and has more than 20 years of experience...

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Michelle Davila

Client Services Manager

817.546.6353

817.769.2979

Michelle@AspenWealthMgmt.com

Michelle joined Aspen Wealth Management in 2013 as the Client Services Manager after working in the corporate office of RadioShack Corporation for 13 years. There, she played an integral role in the company’s division of franchise...
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