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Spotlight on AIM Alumni

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Gary Crum, Herman Kluge and Anne WarnockGary Crum, Herman KlugeHerman Kluge impacted the lives of many of his colleagues. It is a testament to his leadership,” said Linda Julian “that many of his former employees became his friend and stayed in touch with him and each other after leaving AIM.”

Herman spent 36 years in facility management, property management, corporate real estate and project management. Of those 36 years, he worked at AIM and Invesco for 14 years and eight months. Most recently, Herman was Senior Vice President of Corporate Real Estate and Property Management for Amegy Bank. In addition to his career, Herman enjoyed performing. He shared that in addition to his career, he “spent even more years performing music in Houston and around Texas.”

“It’s difficult to encapsulate more than 20 years of camaraderie, respect, joy and friendship,” said Anne Warnock. She shared that working for Herman at AIM was a joy. “He was always interesting, intelligent, fun, and a wonderful mentor,” remembers Anne. “We worked hard, but we laughed every single day. Herman could never resist a good...or even bad...pun!” she continued.

Herman had a wonderful sense of humor and if you knew him you knew his love of puns.

Linda Julian

Judy Creel, Herman Kluge and Anne WarnockHerman enjoying his 50th birthday

Everyone who knows Herman will remember he was a big fan of Elvis Presley, and for Herman’s 50th birthday, his department had a party for him, complete with Elvis mask decorations, and AIM’s own - Jeff Brown (A/V) - played the role of Elvis in a white jumpsuit.

Herman and Carol went to Paris on vacation, and Anne shares that she was in a meeting when he came back to work. Herman paged her relentlessly until she came out to find out what the emergency was - only to find that he wanted to tell her that he and Carol got engaged.

“When Y2K rolled around, we had endless meetings about the potential impact and how to deal with any problems,” said Anne. “I was in Edinburgh (six hours ahead of Houston) when midnight struck, and I phoned to wish Herman a Happy New Year. He asked me how everything was there, and I said mostly fine, but all the streetlights had gone out for several minutes when the clock struck twelve... WHAT!!! he said... until I started laughing! It might have been the only time I got one over on him!”

“On a personal level, Herman and Carol came to my wedding in Edinburgh, Scotland in May 2004. Seeing Herman in a kilt is a memory that will stay with me forever!!” said Anne who was at the Firm for 20 years when she retired in 2012.

Seeing Herman in a kilt is a memory that will stay with me forever!

Anne Warnock

 

Nina Smith worked for Herman in the 1990s and shared that Herman was loved by many at AIM. “Herman was one of my all-time favorite bosses. It was an honor to Judy Creel, Herman Kluge and Anne WarnockJudy Creel, Herman Kluge and Anne Warnockwork for him. He was an artsy kind of guy who loved performing music with his buddies and just being his "groovy" self,” said Nina who joined AIM in 1988 and is still with the Firm.

Linda Julian echoes Herman’s sense of humor. “Herman was a truly unique individual,” said Linda. “He made the work in our department fun and professional. 

Herman loved to perform and traveled around Texas. In addition to music and Elvis, Herman always enjoyed a slice of Maine Blueberry pie. He and his wife Carol often made vacation trips to Maine.

“Herman was a great mentor and dear friend,” said Linda. “His passing left many people heartbroken. He will be greatly missed.” Linda was at the Firm from 1992-2008 and her final position was Senior Facilities Administrator. 

In lieu of flowers, contributions in memory of Herman Kluge can be made to the oral cancer research fund at the MD Anderson Cancer Center at www.mdanderson.org/gifts, or directly to Dr. Ann Marie Gillenwater Research, P.O. Box 4486, Houston, TX 77210-4486, or to the charity of your choice.

 

tn0 4c63570dbd368 gif 200300 Herman Walter Kluge passed away June 2, 2018. Herman’s family and friends held a memorial celebration of his life on Saturday, June 16, 2018 at 2:00p.m.

Herman's career spanned 42 years in facility management, property management, corporate real estate and project management. Of those 42 years, he worked at AIM and Invesco for 14 years and eight months. Most recently, Herman was Senior Vice President of Corporate Real Estate and Property Management for Amegy Bank.

In addition to enjoying a successful career, from the age of 13 Herman's most abiding lifetime passion was music. Herman loved making music with friends and he enjoyed performing. He shared that in addition to his career, he “spent even more years performing music in Houston and around Texas.”

An obituary was published in the Houston Chronical and you can leave a tribute on the Bradshaw Carter Tribute Wall.

It is a strong tribute to Nancy that everyone sharing their special memories with us, writes about her as both a colleague and a friend. She was someone who cared deeply, worked devotedly and was respected and loved. Nancy passed away peacefully at home on Wednesday, May 30th, 2018 surrounded by her loving family. Her funeral mass was held on June 2, 2018 where a number of her friends from AIM were pallbearers including Gary Crum and his son Christopher, Ted Bauer’s son Doug, Bob Graham, Jack Fields, Carl Frischling, Mark McMeans, Abbott Sprague, Jim Stueve and Greg Willbanks.

It’s hard for me to separate my memories of Nancy as a co-worker from my memories of her as a friend,”

Bob Graham

“It’s hard for me to separate my memories of Nancy as a co-worker from my memories of her as a friend,” said Bob Graham. “I think I can safely say that there was no one who was more dedicated and loyal to AIM, and no one who worked any harder than she did. She had an amazing enthusiasm and energy, and everybody always knew when she was around. She was a great ambassador for AIM, even though sometimes we had to suggest to her that she did not need to be as tough a negotiator with the vendors as she sometimes was. We wanted them to like to do business with us! And she was an extremely caring person, always willing to go to just about any length to help out a fellow employee.”

“I first knew Nancy as a colleague,” shares Jim Stueve. “She grew to be a very special friend.”

Jim and Nancy’s paths first crossed at AIM. Nancy was responsible for all sponsorships and promotions. Jim said this was something of great interest to him as a salesperson, so the two shared a common interest. “Nancy”, recalls Jim, “had an incredible work ethic and company pride. Before Blackberry’s and smart phones, her communication was nearly constant. After Nancy had a Blackberry, it never left her hands and often she managed several devices at the same time. She was always on top of everything that mattered.”

She had a passion for details, a phenomenal memory and a tireless quest for perfection

Jim Stueve

“She had a passion for details, a phenomenal memory and a tireless quest for perfection. No detail was too small to be overlooked and no request was too large to be considered. I have never witnessed a more zealous negotiator. This led to the additional responsibilities of meeting planning and Board coordination. Many of us would have faltered under this extra work load and responsibility. Nancy relished in it. The multiple client and board events seemed to make her thrive even more for perfection. Very often she was the one to make sure that every event was a success. Sometimes that entailed midnight runs to the pharmacy for a trustee or a last-minute dinner for 20, with 15 minutes notice. We once completely cancelled and rebooked an out of country event in 2 days. She was relentlessly seeking to make it better. Every Board member, client and executive benefited from her tireless handling of the countless details that makes an event a success. She was always there for all of us,” said Jim.

As their professional lives intertwined, their friendship developed. Nancy looked after Jim and his family as if it were her family. She remembered birthdays, anniversaries and other life milestones. More importantly, she helped Jim remember those events and she was always there to make him “look good” to his family. “This was something she had done for years for me to our clients,” said Jim. “I know she performed this same role for many of us who were lucky enough to get to truly know her.”

When Jim departed Invesco in 2007, Nancy made sure that the two kept in touch. She continued to look after Jim and his family. “It was a privilege to work with her and it was an honor to call her my good friend. She is already missed,” said Jim. Jim’s final position at AIM was Head of Retails Sales; he was at the Firm from 1993-2007.

Nancy with Gina Williams ClarkeNancy with Gina Williams Clarke

Fred and Gina Clarke were friends with Nancy and John Deane for many years, even before people knew them as couples. Fred and Gina have many fond memories of their time together.

“Nancy was such a beautiful person, devoted Christian, loving aunt, sister, daughter, wife and friend. She was also gracious, loved to travel and extremely kind-hearted. She was a driving force in the AIM family and the multitude of company events that we all enjoyed,” shared Gina.

Everyone remembers Nancy for her kind and giving heart, her love for her family and friends. Nancy loved and gave of herself freely without expectation of anything in return. Her love for family and children extended far past her own. She touched the lives of many including those less fortunate. She frequently helped others in need. Anyone who read her obituary knows of the organizations that she supported, and you only have to google her name to see tributes from organizations.

“When Fred and I married, Nancy told us she knew John was witness to our vows from heaven and looking down with a big smile on his face. That was a joyous day for us, as was the day we witnessed John and Nancy exchange their vows; two beautiful people so in love,” said Gina.

Nancy’s funeral Mass would have been Nancy and John's 17th wedding anniversary. “Happy Anniversary, my friend. You enriched many lives. The world is a more beautiful place because of you,” from Gina and Fred Clarke. Gina was at AIM from 1996-2009. Fred was at AIM from 1997 – 2009 and his final position was Director of Information Technology.

Nancy’s first assignment at AIM was working as a temp in the Compliance Department. One work teammate was in that group when Nancy started. She told Mark McMeans that “Unlike the rest of us in Compliance, Nancy practically knew everyone in the company within her first month”. Mark was one of several people who interviewed Nancy when she decided to seek a full-time position at the firm, and Mark remembers the interview was memorable. “She had such an energetic personality. Nancy loved her work and she took it very seriously. She went from helping our Institutional Marketing Department’s promotional activities, to then the whole company. From there she was eventually in charge of travel, sponsorships/promotions, and then helped support board meetings, fly-in’s, and I’m sure things I don’t even know about. I really don’t know how she kept up with so much but her abundant energy and dedication had a lot to do with it.”

I really don’t know how she kept up with so much but her abundant energy and dedication had a lot to do with it.

Mark McMeans

It was at work where she met and then married John Deane. The news of their engagement was a “jaw dropper” to Mark who did not see that one coming. “They loved each other dearly and I know it was difficult when John suddenly left us eight years ago” said Mark.

Nancy with Gina Williams ClarkeNancy with her sister Debbie “Nancy enjoyed doing nice things for others and she was one of the most giving people I’ve ever known. She wouldn’t buy a raffle ticket from a kid. She’d buy the whole book. She was generous to many causes and had Rockets tickets for years. As much as she liked to go to Rockets games, I think she received even more joy from giving her tickets to others.”

Nancy’s faith was important to her as well. Mark sent her a postcard from the Vatican a few years ago. When he visited her, it was always on display on a bookshelf in the kitchen. “Knowing I was raised Southern Baptist, I think she got a kick out of occasionally giving me a bottle of Holy Water from St. Patrick’s. She often seemed to have one close by.”

The AIM Community was an important part of her life, even after Nancy left the firm. “She kept up with many of us”, shared Mark “and she enjoyed the annual alumni party. After she became disabled there were still aspects of her memory that were excellent. She liked to quiz me on the old phone extensions and she’d normally remember more than me. Bob was x1131, Ann x1152, Dawn x1451, Ronnie was x1149 and so on. She often referred to me in the last few years as x1605 and she was x4714.” Mark was at the firm from 1992-2008 and his final position was Director of Equities.

In lieu of flowers, tax deductible donations may be made to the John H. and Nancy Beck Deane Memorial Fund through the Greater Houston Community Foundation, 4550 Post Oak Place, #100, Houston, TX 77027.

nancy profileNancy Ann Beck-Deane, age 56, of Sugarland, Texas passed away peacefully at home on Wednesday, May 30th, 2018 surrounded by her loving family. Nancy was born on May 28th, 1962 in Warren, Ohio. She moved with her family to Houston in 1977 and graduated from J. Frank Dobie High School in 1980.

Nancy later earned a B.B.A. From the University of Houston and spent several years in Management at Continental Airlines. In 1994, she joined AIM Management Group (later Invesco) which become her professional and personal home for the rest of her life. She cherished the friendships she made over the years. As travel was a major part of her responsibilities, her network of fun and fascinating acquaintances was extensive.

Nancy’s generosity extended to many charitable and educational organizations, including St. Anne’s School, St. Agnes Academy, St. Thomas High School, Bauer College of Business at UofH, and South Texas College of Law. She was a Lifetime Committeeman with the Houston Livestock Show and Rodeo (Health Committee) and proud supporter of The Houston Police Foundation, Dress for Success, Casa de Esperanza, and Baylor Foundation for Teen Health.

As an avid Rockets fan and season ticket holder for the last 25 years, she treasured her many friends throughout the organization. Nancy was a longtime member of Sweetwater Country Club.

Nancy is preceded in death by the love of her life, John Deane, her father, David A. Beck, and maternal and paternal grandparents. Read the full obituary here.

She is survived by her mother, Rosemary Beck, her sister, Debbie Beck, and beloved niece, Annie Beck, all of Sugarland; sister Diane Lewis (husband Gregg), and three nephews (Nick, Andy and Dan) all of Rome, Georgia; and Uncle Mark O’Malley of Gerard, Ohio.

The funeral mass was held on Saturday, June 2nd, 2018 at 11am at St. Anne’s Church in Houston, Texas. Pallbearers were Doug Bauer, Christopher Crum, Gary Crum, Jack Fields, Carl Frischling, Bob Graham, Mark McMeans, Abbott Sprague, Jim Steuve, and Greg Willbanks.

In lieu of flowers, tax deductible donations may be made to the John H. and Nancy Beck Deane Memorial Fund through the Greater Houston Community Foundation, 4550 Post Oak Place, #100, Houston, TX 77027.

Lisa GarciaLisa Garcia

After 20 years with the Firm, where her final position was digital marketing director, Lisa Garcia is looking for an opportunity where she can use her skills in leading, planning, organizing, execution, Agile Program management, project management and user experience. Lisa has her Series 6 and 26 and is a Certified Scrum Product Owner (CSPO) and Certified Usability Analyst (CUA).

Lisa joined AIM in September, 1997 as a representative in the TA. She moved to eBusiness in 2005 as a Business Analyst. During the last 8+ years of her tenure at Invesco. Lisa shares that she was the UX Analysis and Design Director until a restructure. Lisa led the business analyst (product owners), user experience and design teams managing resourcing, priorities, execution and mitigating risk for website and mobile app (ipad, iphone and android) projects. Contact Lisa at This email address is being protected from spambots. You need JavaScript enabled to view it.

Ivy MclemoreIvy Mclemore

After four great years at Guggenheim Investments as part of a 25-year career in asset management, Ivy Mclemore shared that the company sold their ETF business to Invesco. Ivy is interested in any opportunity in any aspect of communications in the asset management industry, including PR, marketing, and writing. Eventually, Ivy hopes to use his knowledge and experience to serve as a director on a fund board. Contact Ivy at This email address is being protected from spambots. You need JavaScript enabled to view it.

Hiring? Search the AIM Alumni community. Here are a few of our members looking for their next opportunity

LaToya Pace-SmithLaToya Pace-SmithLaToya Smith is currently seeking an opportunity that will allow her to leverage her background in the financial services industry; passion for marketing; and project management skills to make a substantial and positive impact towards the long-term success of a solid company.

She has diverse industry and functional expertise with a tenacious commitment to driving revenue and mission goals. Her 15+ year career experience includes Business Development, Relationship Management, Marketing, Sales, Research & Analysis, Creative services, Communications, and Business intelligence.

After a 7+ year tenure at AIM, she married and relocated to New York to be with her husband. She started a family and also started her own Marketing & Consulting Agency. She has expounded on her industry experience and demonstrated capacity to provide comprehensive marketing strategy and execution by consulting businesses and crafting successful marketing campaigns and engagement strategies for a wide variety of clients and products on a national level.

LaToya has a BA in Business (with a Marketing concentration), will be completing her MBA (with a Finance concentration) in the Fall, and has previously held Series 6 and 63 licenses. Additionally, while furthering her education, LaToya participated in the Leadership/ International Business Exchange Program at the Wu-Feng Center for International Studies in Beijing, China.

LaToya is looking forward to her next steps and becoming associated with a company where she can utilize her skills and gain further experience while adding value to the company’s productivity and reputation. Contact her at This email address is being protected from spambots. You need JavaScript enabled to view it.

Shannon TrumanShannon TrumanShannon Truman is interested in returning to the financial services industry. When she went back to work after raising her children, she joined a chemical company in the Woodlands. Contact Shannon at This email address is being protected from spambots. You need JavaScript enabled to view it..

Consider the AIM alumni community of talented individuals - some of whom are available for opportunities in the Financial Services, Marketing and Asset Management sectors