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Austyn G
CFP®, Series 66
Denver, CO
Denver Wealth Management, Inc.
Austyn Garcia is a CFP® and holds a Series 66 license, with five years of industry experience. He currently works at Denver Wealth Management, Inc. and LPL Financial, LLC, serving as an investment advisor representative and registered representative since 2021. Austyn also serves as treasurer for the nonprofit Tech Center Toasters. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages over $500 million in assets with an 11-advisor team and employs a trademarked planning framework alongside fundamental analysis, including ESG factors, in portfolio construction.
Isaac R
Series 63, Series 65
Denver, CO
Denver Wealth Management, Inc.
Isaac Russo is a financial advisor at Denver Wealth Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his advisory career, he worked at DoorDash and Colorado Christian University. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans, providing both discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages approximately $530 million in assets across a team of 11 advisors and employs a trademarked Plan, Quality, Capture & Collect framework alongside a ten-variable scoring system that includes ESG factors as part of its investment process.
Joseph G
CFP®
Denver, CO
Denver Wealth Management, Inc.
Joseph Garry is a CFP® professional with two years of industry experience, currently serving at Denver Wealth Management, Inc. Prior to joining the firm, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. His background also includes roles outside financial services, such as experience with Hummingbird Outdoor Services and Ohio University. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages over $529 million in assets through an 11-person team and employs a proprietary investment framework combined with fundamental analysis that includes ESG considerations.
Anthony P
Series 63, Series 65
Denver, CO
Denver Wealth Management, Inc.
Anthony Pelz is a financial advisor at Denver Wealth Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Providence Capital Partners, and TIAA. Pelz also provides administrative support to Denver Wealth Management, an independent investment advisory firm. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a trademarked Plan, Quality, Capture & Collect framework and utilizes the Summit Investment Process™, which includes ESG factors as part of its due diligence.
Edite S
Series 66
Denver, CO
Denver Wealth Management, Inc.
Edite Saripova is a financial advisor with Denver Wealth Management, Inc., holding a Series 66 designation and nine years of industry experience. Prior to her current roles at Denver Wealth Management and LPL Financial, she worked at Janus Henderson Distributors and Janus Capital Management. She is a board member of Cherry Creek Toastmasters. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines a midsize team with over $500 million in assets under management and applies a proprietary investment process that incorporates ESG considerations.
David F
Series 63, Series 65
Denver, CO
Denver Wealth Management, Inc.
David Frum is a financial advisor with Denver Wealth Management, Inc., holding Series 63 and Series 65 licenses, and has 14 years of industry experience. He has worked at Providence Capital Partners Inc. (doing business as Denver Wealth Management Inc.) since 2016 and previously at Western Wealth Management, LLC and LPL Financial. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages over $500 million in assets with an 11-person team and employs a trademarked Plan, Quality, Capture & Collect framework alongside its Summit Investment Process™, which incorporates ESG considerations as part of fundamental analysis.
Alexander W
Series 66
Denver, CO
Denver Wealth Management, Inc.
Alexander Wimmer is a financial advisor at Denver Wealth Management, Inc. with eight years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Merrill. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a trademarked Plan, Quality, Capture & Collect framework and a fundamental analysis approach through its Summit Investment Process™, incorporating an ESG component.
Isreal L
Series 66
Denver, CO
Denver Wealth Management, Inc.
Isreal Lane is a financial advisor at Denver Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC and Cambridge Investment Research Advisors. Prior to his advisory roles, Lane has experience working at U.S. Bank and Colorado Mesa University. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a trademarked Plan, Quality, Capture & Collect framework and the Summit Investment Process™, which incorporates ESG factors in its fundamental analysis.
Luke H
Series 66
Denver, CO
Denver Wealth Management, Inc.
Luke Horner is an advisor at Denver Wealth Management, Inc. in Denver, CO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Denver Wealth Management and LPL Financial in 2025, he worked at ICAT and Marcus and Millichap, and has a background that includes roles in education and service industries. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering both discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages over $529 million in assets with an 11-person team and employs a proprietary investment framework incorporating ESG considerations as part of its fundamental analysis.
Scott S
Series 63, Series 65
Denver, CO
Denver Wealth Management, Inc.
Scott Steiner is a financial advisor at Denver Wealth Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial LLC, Cambridge Investment Research, and Raymond James Financial Services. Outside of his advisory role, Steiner owns a business focused on insurance, benefits, and human resources. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension plans, offering investment management, financial planning, and retirement advisory services. The firm manages over $500 million in assets with an 11-person team and employs a proprietary investment process that incorporates fundamental analysis and ESG considerations.
Bryson B
Series 66
Denver, CO
Denver Wealth Management, Inc.
Bryson Braden is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding a Series 66 credential and 16 years of industry experience. He has been with Denver Wealth Management since 2016 and also maintains a connection with LPL Financial dating back to 2012. Outside of his advisory work, he has hosted dogs through a personal pet-sitting activity and occasionally speaks at seminars. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a structured investment process that incorporates ESG considerations and typically constructs portfolios using low-cost mutual funds and ETFs, supported by a team of 11 professionals managing over $529 million in assets.
Zachary B
Series 66
Denver, CO
Denver Wealth Management, Inc.
Zachary Bouck is a financial advisor with Denver Wealth Management, Inc. He holds a Series 66 designation and has 18 years of industry experience. Bouck has been with Providence Capital Partners Inc., operating as Denver Wealth Management, since 2016, and has also been affiliated with LPL Financial since 2012. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm employs a trademarked Plan, Quality, Capture & Collect framework and uses a fundamental analysis process that incorporates ESG factors, managing over $500 million in assets with a team of 11 advisors.
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