Archives: Teams

Jude Jaime is a Financial Planning Associate at Aspen Wealth Management, where he supports the planning team through the analysis, creation, and ongoing maintenance of client financial plans. His work spans cash flow analysis, retirement projections, tax strategy modeling, estate planning support, and portfolio allocation reviews, helping the firm deliver thoughtful, well-rounded guidance to every client it serves. 

Jude earned his Bachelor of Business Administration in Finance through the Business Honors Program, with a minor in Financial Planning, from Texas A&M University’s Mays Business School. Looking ahead, he plans to earn his CERTIFIED FINANCIAL PLANNER® certification, deepen his knowledge of tax planning, and continue developing as an advisor serving families and individuals through holistic financial planning. 

Jude’s approach to his work bridges technical rigor with genuine human connection. His experience building financial planning models sharpened his precision and attention to detail, while his client-facing background strengthened his ability to listen, simplify complex ideas, and build trust. Jude was drawn to financial planning after seeing the financial insecurity many families in his community faced. He is passionate about helping clients navigate important financial decisions with clarity and confidence and believes everyone deserves a clear path through life’s major transitions. Guided by the belief that “Every challenge is a lesson to be learned,” Jude approaches each day as an opportunity to grow, take on new challenges, and become a better version of himself for the clients and colleagues who rely on him. 

Outside of work, Jude enjoys golfing, bowling, and traveling. Staying active and exploring new places helps him stay energized, focused, and grounded in both his personal and professional life.

Abby Hasling is a Senior Financial Planner at Aspen Wealth Management, where she helps clients navigate life’s transitions by understanding their goals and creating thoughtful strategies to make the most of their resources. She specializes in providing personalized guidance in retirement, estate, and special needs planning.

With nearly a decade of professional experience, Abby brings both technical knowledge and emotional intelligence to her work. She earned a Bachelor of Science in Personal Financial Planning from Texas Tech University, is a CERTIFIED FINANCIAL PLANNER® professional, and holds the Chartered Special Needs Consultant® designation.

Abby understands that money can be deeply personal, and she takes time to learn what truly matters to each client before offering guidance. Her ability to combine empathy with detailed problem-solving allows her to uncover overlooked opportunities and develop customized solutions that support long-term success. Guided by her personal mantra, “Each conversation is an opportunity to add value and make a positive difference,” Abby approaches every relationship with purpose and care.

In addition to her client work, Abby is deeply involved in the financial planning community. She has served in numerous leadership roles with NAPFA, including Chair of the Women’s Initiative Committee, and previously held leadership and volunteer roles with the Texas Tech Personal Financial Planning Alumni Advisory Board and the Financial Planning Association of San Francisco.

Abby enjoys spending time with her husband and son. After several years in California, the family is happy to be back in Texas near loved ones. Abby loves cooking, playing golf, being outdoors, and making memories at her family’s ranch in Bosque County, where weekends are filled with good food, games, and time together.

As a Financial Planning Associate and Portfolio Trader, Jacob serves in a hybrid role supporting both Aspen’s financial planning and investment management teams. Working closely with the firm’s Chief Investment Officer, he assists with developing financial plans, conducting investment research, executing portfolio trades, managing cash allocations, and helping oversee portfolio implementation across client accounts. By combining technical investment analysis with personalized planning, Jacob helps deliver a thoughtful, seamless experience for clients while supporting Aspen’s evidence-based investment philosophy.

Jacob brings more than a decade of professional experience, including nine years in a small business environment where he developed a passion for building lasting relationships, solving complex problems and delivering exceptional client service. He earned a Bachelor of Science in Business Administration with an emphasis in Marketing from the University of Central Missouri and has successfully completed all three levels of the CFA® Program. He plans to earn his CFA® charter upon satisfying the required experience and intends to further expand his planning knowledge by pursuing the CFP® designation.

Jacob believes great financial planning extends beyond numbers. His approach is rooted in trust, integrity, and clear communication, helping clients make informed financial decisions with confidence. Growing up in a hardworking Missouri farm family shaped his appreciation for preparation, stewardship, and long-term thinking, values that continue to guide both his personal life and his work with clients.

Outside the office, Jacob enjoys spending time with his wife and their two young daughters, whether exploring new places, spending time outdoors, or creating memories together on family trips. An avid outdoorsman, he also enjoys boating and fishing, hobbies that have been part of his life since childhood. He remains passionate about giving back to his rural Missouri community through his support of the Livingston County Cancer Assistance Program, which provides financial support to local families facing cancer.

Nancy Williamson serves as the Director of Operations at Aspen Wealth Management, bringing over 19 years of industry experience to the role. She is responsible for overseeing all facets of business operations, including Compliance, HR, IT, Accounting, and Process Development. Nancy is dedicated to equipping the Aspen team with the essential tools and resources needed to provide exceptional client service. 

Nancy’s role in team building is a cornerstone of her leadership at Aspen. Her ability to see the big picture while developing detailed, cross-departmental processes has made her a vital problem solver within the firm. She is known for her process development expertise, helping Aspen create scalable systems to support its continued growth.   

Nancy’s commitment to personal growth is a driving force in her life. She holds a Bachelor of Science degree in Environmental Science from Stockton University and her passion for operations and team dynamics is fueled by her belief that people are the backbone of any successful organization. She is dedicated to fostering a supportive and healthy team environment, ensuring both personal and professional growth.  

Outside of her professional life, Nancy and her husband have volunteered with the North Texas Food Bank, and she has served as a CASA volunteer. She is also a dedicated Dallas Stars fan and enjoys reading in her free time. Nancy lives by the mantra “Knowing yourself is the beginning of all wisdom,” a philosophy that guides her commitment to self-awareness and personal growth.

Helen Stephens, CFP®, EA, is the President and Senior Advisor at Aspen Wealth Management. With over 34 years of professional experience, Helen oversees the organization’s operations, strategy, and growth initiatives. She works closely with the leadership team to drive the firm’s vision, cultivate a high-performance culture, and ensure exceptional service delivery to clients.

Helen’s areas of expertise include retirement planning and tax planning. She holds a Bachelor’s degree in Business Administration with a concentration in Finance from Southern Methodist University (SMU) in Dallas. Helen has been recognized for her dedication and excellence in the field, receiving numerous awards, such as D Magazine’s Best Financial Planner in DFW every year since 2019. Aspen Wealth Management has also been recognized as one of USA Today’s Best Financial Advisory Firms annually since 2023.

Helen’s passion for financial planning is palpable. It began with her desire to help others and her enjoyment of studying the capital markets. She lives by the mantra “The good you do comes back to you,” which reflects her commitment to doing the right thing and providing free advice to those in need, even if they do not qualify for her services.

Outside of her professional life, Helen has three adult children and is an active member of the community. From 2014 to 2020, she served on the Trinity Habitat for Humanity board. She supports Family Pathfinders, which offers financial literacy programs for nonprofits in the Dallas-Fort Worth area, and is a member of Jewel Charity, supporting Cook Children’s Hospital in Fort Worth. Helen is also a sustainer in the Junior League of Fort Worth.

Helen enjoys the outdoors, including gardening, hiking, and being near water. She is passionate about working out and maintaining a healthy lifestyle.

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Candace Scholz is a CERTIFIED FINANCIAL PLANNER® professional and joined Aspen Wealth Management in 2015. Prior to joining the firm, she held various roles within the healthcare industry, from Director of Services to Physician Development. Dedicated and goal orientated, she is driven to evaluate and apply appropriate strategic solutions for our clients and their portfolios.

A graduate of Texas Tech University with a Bachelor of Business Administration, majoring in management, Candace went on to obtain a Master of Healthcare Administration at Washington University in St. Louis. She then received her Master of Science in Personal Financial Planning at Texas Tech University.

Candace is actively involved in Outsiders Ministry, Financial Planning Association of Dallas/Fort Worth, National Association of Personal Financial Advisors, and serves on the Glen Rose City Council. She and her two children reside in the DFW area and, when not at work, she can be found cheering her children.

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Jim Davis, CFP®, is a Partner and Senior Wealth Advisor at Aspen Wealth Management. He works with families, retirees, and business owners who want to use the resources they have worked hard to build to live well, support the people they care about, and make thoughtful financial decisions along the way.

Much of Jim’s work focuses on helping clients create a plan for their preferred lifestyle in a way that is tax-conscious, practical, and aligned with their long-term goals. That often includes retirement income planning, investment strategy, estate planning, charitable giving, insurance planning, and helping families think through how wealth should support the next chapter of life.

Before joining Aspen, Jim worked across several parts of the wealth management industry, including a large national brokerage firm, a multi-family office serving ultra-high-net-worth families, and a fee-based RIA in DFW. Those experiences shaped the way he serves clients today: with clear communication, practical advice, and the belief that money is ultimately a tool to support the people, priorities, and experiences that matter most.

Jim also helps lead Aspen’s client education, marketing, and outreach efforts. He enjoys making financial planning easier to understand and helping clients feel more confident in the decisions they are making.

Jim earned the CERTIFIED FINANCIAL PLANNER® designation in 2019 and is a graduate of Abilene Christian University. He has been recognized by AdvisorHub as a 2025 Advisor to Watch in the RIA category, and his commentary has been featured in publications including Newsweek, Kiplinger, Yahoo Finance, and GOBankingRates.

Jim is actively involved in the local community and currently serves as a Board Member for the Northwest ISD Education Foundation. He also volunteers with various local organizations, often centered around education, financial literacy, and helping young people prepare for future success.

Outside of work, Jim is married to his college sweetheart, and they have three boys who keep them constantly on the move. Their family attends Milestone Church, and Jim enjoys spending time with his family, coaching and playing sports, traveling, running, and reading.

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Nathan Davis, CFP®, CFA, is the Chief Investment Officer at Aspen Wealth Management. With 11 years of professional experience, Nathan chairs the Investment Committee and is responsible for the overall investment policy for Aspen. He oversees research, asset allocation, portfolio construction, and trading operations. As a Senior Wealth Advisor, Nathan also works with approximately 70 families on their comprehensive financial planning needs. He leads the firm’s Exit Planning services for business owner clients, providing value estimates and guidance on preparing their companies for successful transitions to retirement.

Nathan holds a Bachelor’s degree in Applied Economic Management from Virginia Tech, focusing on personal financial planning. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2016 and the Chartered Financial Analyst (CFA) designation in 2021. His expertise includes investments, portfolio management, alternative investments, and business succession planning.

Nathan is passionate about explaining complex topics simply, ensuring that clients feel comfortable with the information they can’t process. He enjoys being a trusted advisor to good people and helping them achieve their most significant life goals.

Nathan is also deeply committed to his community and industry. He serves on the board of the Tarrant County Homeless Coalition and has been its past board president. He is a Steering Committee Member for Worth, a young professional charitable giving organization part of the North Texas Community Foundation, and the Treasurer of the DFW chapter of the VT Alumni Association. Nathan also contributes to the industry by volunteering with the CFP Board for Exam Development Item Review and being a DFW CFA Society Events Committee member.

Originally from Annapolis, MD, Nathan moved to Fort Worth in 2012 with his wife, Emily. They have a 3-year-old son named Clayton. In his free time, Nathan enjoys spending time with his family, playing golf, reading, traveling, and maintaining his yard. His favorite book is “Lonesome Dove,” and his favorite movie is “Forrest Gump.”

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Matt Quezergue, CFP®, is a Senior Wealth Advisor at Aspen Wealth Management. He works closely with individuals and families to help them navigate important financial decisions and build strategies aligned with their long-term goals. Matt serves as a lead advisor for many client relationships, providing guidance on retirement planning, investment management, tax planning, and broader wealth management strategies. He is currently pursuing the Tax Planning Certified Professional™ (TPCP™) designation to further deepen his expertise in tax-efficient financial planning.

Matt joined Aspen Wealth Management right after graduating from Texas A&M and quickly became known for his empathetic nature and active listening skills. His expertise in financial planning, stock option analysis, and tax strategies, combined with his attention to detail, allows him to develop thoughtful financial strategies tailored to each client’s unique circumstances. Matt enjoys helping clients simplify complex financial decisions and build confidence in their financial futures.

Matt’s passion for financial planning began during his studies at Texas A&M, where he graduated with a BBA in Finance and a minor in Financial Planning in May 2021. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2023 and remains committed to ongoing professional development. Matt lives by the mantra, “If you don’t stand for something, you’ll fall for anything,” which resonates with his commitment to understanding his “why” in all aspects of life, guiding his decisions and actions both personally and professionally.

Outside of work, Matt serves on the Board of Directors for SteerFW, an organization dedicated to developing emerging leaders and increasing civic engagement in Fort Worth. He enjoys cooking, exploring farmers and specialty markets, staying active through fitness and outdoor activities, and listening to audiobooks and podcasts. Matt also enjoys attending and watching sporting events, particularly basketball, soccer, and baseball.

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Troy A. Fore III, CFP®, is the Director of Client Engagement at Aspen Wealth Management. With over a decade of professional experience, he works closely with prospective and existing clients to help them navigate important financial decisions and build strategies aligned with their long-term goals. Troy’s areas of expertise include investment management, retirement planning, tax planning, estate and legacy planning, and comprehensive wealth management. In addition to serving clients, Troy helps lead many of Aspen’s client relationship, educational, and community engagement initiatives, strengthening the client experience and expanding financial education throughout the community.

Troy earned his Bachelor’s degree in Finance with honors from the McCombs School of Business at The University of Texas at Austin in 2014 and earned his CERTIFIED FINANCIAL PLANNER® certification in 2023. Known for his ability to connect with people from all walks of life, Troy has a talent for translating complex financial concepts into practical, actionable guidance. He enjoys helping clients navigate challenging situations, identify opportunities, and make informed financial decisions with confidence. His dedication to serving others and being a good steward of the resources entrusted to him continues to shape his approach to financial planning. Troy believes the best financial plans are those that help people live more intentionally and focus on what matters most.

Active in his community, Troy serves on the board of his local Coastal Conservation Association (CCA) chapter and provides pro bono financial planning services to those in need. He is also a member of the Financial Planning Association® (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Troy believes in consistent personal growth, daily incremental improvements, and maintaining an optimistic outlook. Outside of the office, he enjoys traveling and seeking new experiences. A passionate outdoorsman, Troy spends much of his free time at his family’s farm, where he enjoys hunting, fishing, and spending time with family and friends. He also enjoys playing tennis and other outdoor activities.

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