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. 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. Prior to joining the firm, she held various roles within the healthcare industry, from... Read more Nathan Davis, CFP® CERTIFIED FINANCIAL PLANNER™ 817.546.6353 817.769.2979 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... Read more 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... Read more 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... Read more Olivia Simon Financial Planning Associate 817.546.6353 817.769.2979 firstname.lastname@example.org Olivia is a graduate from the Virginia Tech Financial Planning Program with a Bachelor of Science in Finance. She is from Richmond, Virginia and grew up playing basketball and softball. Olivia enjoys traveling with her fiancé,... Read more Sabrina Hill Certified Public Accountant Sabrina Hill is a Certified Public Accountant and started supporting the tax preparation activities of Aspen Wealth Management as of 2019. Sabrina is a graduate of Liberty University in Lynchburg, VA with a Bachelor of Science in... Read more Have a Question? Name Email Address Question Thank you! Oops!