Madison Gas & Electric Company (MGE)Madison, Wisconsin
Wellhead Electric Company, IncLos Angeles, California
“We want to make every client experience great. That means handling the paperwork, following up on transactions, answering the phone in person—I enjoy helping clients with whatever they need.”Rita joined Aspect in 2000, and serves as Client Services Manager, supporting all of the firm’s advisors. In this role, she helps make every account setup, securities transfer, meeting, and interaction as seamless as possible. In her free time, she and her family spend time at their ranch, fishing, hunting, and enjoying the outdoors. They also host active duty military members who come to the ranch for fishing, hunting, and relaxation.Rita is a member of the American Legion Auxiliary, and has been an active fund-raiser. She also participates in the organization’s veterans advocacy, veterans and military support, and family support activities.
City of RiversideRiverside, California
“We want to make every client experience great. That means handling the paperwork, following up on transactions, answering the phone in person—I enjoy helping clients with whatever they need.”
Long Island Power AuthorityUniondale, New York
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.
Administrative Services | 1526 K Street, Lincoln, NE 68508
“I do what needs to be done that no one else can do! From making sure that the office space communicates a welcoming ambiance to scanning vital documents for archiving, I want everyone—clients and staff—to have what they need to feel comfortable and cared for.”Carole is often busy behind the scenes at Aspect, but her presence is felt throughout the office. In the past she worked as an interior design consultant for Ethan Allen, and recently oversaw the Aspect office renovation project. Carole also teams with Jacqueline to coordinate semi-annual client events and other projects aimed at ensuring a high-quality experience for attendees.Away from the office, she helps care for her parents, as well as helps people coordinate and decorate for events such as showers, weddings, and entertaining. She has also served at:
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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.