Blair Braden CFP®
As Managing Principal of Denver Wealth Management, Inc. (DWM), Blair strives to improve each client's financial circumstances. To meet that goal, he seeks to be fully aware of the firm's clients' unique circumstances, educate them on their investment options, and implement effective strategies to address their specific objectives. Blair believes that approach allows his clients to establish confidence in their financial future. Blair is authentic and truly cares about his clients' success.
Blair was raised in a family with values of hard work, responsibility, and fellowship. Growing up on a cattle ranch, he developed many applicable skills for a life outside of agriculture. When Blair graduated from New Mexico State University with degrees in finance and business management, it was apparent that college had not sufficiently taught him the intricacies of personal finance, especially regarding wealth creation and preservation. He quickly recognized a great need for education and partnerships addressing the wealth journey. Thus, he co-founded DWM in 2012.
Blair’s experience and commitment to his work earned the team recognition as a Forbes 2024 Best-In-State Wealth Advisor. This award reflects not only the quantitative elements of our business (i.e., assets under management, annual growth rate, etc.) but also accounts highly for qualitative criteria, including areas such as our investment process, team structure, compliance record, service models, community engagement, and so on.
Before starting DWM, Blair began his career with ConocoPhillips, where he had the opportunity to experience the corporate world. Blair later transitioned into the financial services industry, initially working as a Financial Advisor for Waddell & Reed in Denver, Colorado.
In January 2020, Blair and his wife Karen became parents of their first human child, their son Bodhi. In April of 2022, they welcomed their daughter, Zurie, to the family. Blair and Karen love being parents. They also love animals and currently have one dog, Gus.
BLAIR'S PRESENCE IN STEAMBOAT SPRINGS, CO
In January 2021, Blair and Karen made a big decision for their family: they moved to Steamboat Springs, CO. A smaller, family-rooted community surrounded by ranching and ski culture attracted them to the Yampa Valley—a town where the cowboys have a skiing problem was quite attractive.
Since moving to Steamboat, they have become entrenched in the community and have brought the services of DWM to Northwest Colorado. Blair is an active Steamboat Springs Rotary Club member, allowing him and DWM to support the community by helping sponsor Rotary's annual Lobsterfest and Botanic Garden's passport event. Community involvement is important to the Braden family, investing both financially and with their time.
Albeit young, both Bodhi and Zurie have joined their parents with different community support opportunities. They aren't quite pulling their weight yet and sometimes are more "in the way," but Karen and Blair want their children to learn early the importance of supporting their community.
Blair is also an avid outdoorsman who enjoys spending his free time with his family in the woods, equipped with a fly rod, compound bow, and backpacking gear. Blair enjoys playing hockey, skiing, and traveling as well.
Blair Braden offers securities through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial.
Zachary Bouck CFP®, CIMA®
For Zachary Bouck, managing investments isn’t just his job—it’s his passion. He believes that his work should have a positive and meaningful effect on others while allowing him to excel personally. By working with successful individuals and their families as their financial planner (or, as he likes to describe his role, a “family CFO”), he is able to address both of those goals, continuing to challenge himself while striving for his clients’ financial success.
After beginning his career as a Financial Advisor at Waddell & Reed, he co-founded Denver Wealth Management in 2012 with Blair Braden to provide his clients with independent advice and experienced financial planning.
Zachary Bouck's dedication and experience in the financial advice industry have been recognized on a national level. In 2021, he was honored as one of InvestmentNews' prestigious 40 Under 40. This program highlights and celebrates up-and-coming professionals in the financial advice sector, recognizing their outstanding accomplishments, leadership, and promise.
A Colorado University-Denver graduate with a degree in History, Zachary is a married father of three (Eleanor, Samson, and Daisy), as well as an avid mountain biker, trail runner, fisherman, and competitor at any type of board or card game. He is committed to the Denver community, previously working with Seeds of Hope, the Knights of Columbus, and Bike to Work Day. Zachary has also served on the board of directors for Wish for Wheels, traveled to Peru to donate bikes to an orphanage, and anticipates many more philanthropic adventures to come.
Zachary Bouck offers securities through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial.
Richard Goblirsch MBA
Richard Goblirsch has been an advisor with LPL Financial since 1985, and joined the DWM team as an advisor in 2016. Throughout his career, he has been committed to helping his clients work towards the goal of success in the financial markets, and his dedication has allowed numerous individuals and families pursue financial independence and the freedoms associated with this goal. Having witnessed the headwinds that many young adults face today, Richard especially enjoys helping young men and women pursue their business, career and investment goals.
After earning an engineering degree at the University of North Dakota, he worked in the recycling and semiconductor industries, and as a small-business owner in oilfield supplies. He later completed his M.B.A. at the University of Colorado- Denver and subsequently joined a financial planning firm affiliated with LPL Financial.
Richard and his wife, Alice, have two children. They take advantage of the Colorado outdoors by hiking, skiing, golfing, and gardening. Richard loves to read nonfiction books and is also a season-ticket holder at the Denver Theater Company. He is an avid sports fan of Colorado teams and enjoys attending their games.
Daniel Herrmann
Dan Herrmann began his career in the financial industry nearly three decades ago, immediately identifying his passion for enhancing business practices to help serve clients better. Dan thrives in a team environment, aiming to uncover new solutions that promote efficient growth while sustaining the boutique advisory landscape upon which DWM was built.
Dan began his career with OppenheimerFunds—a once global leader in asset management—directing teams in operations, technology, and client services. From there, he spent time at Broadridge, responsible for product development and integration with new clients, then transitioned to Empower and, eventually, Wells Fargo, continuing to specialize in relationship management and operational efficiencies.
Dan has spent most of his life in Colorado, where he graduated from the University of Northern Colorado’s Monfort College of Business with a degree in business administration and management.
Like most Coloradoans, Dan enjoys just about all things outdoors, including hiking and flyfishing. In his free time, Dan spends time with his wife Hiedi and their two children.
Tony Pelz CFP®
Tony Pelz is a financial advisor who works with individuals and families to develop long term strategies and pursue financial independence in financial planning.
Tony has a passion for service to his clients. He finds great satisfaction in helping people set and pursue their financial goals. He believes that by implementing a strong financial plan and having the discipline to see it through, are the principal components to his clients’ fulfillment.
Tony started in finance in 2004 as a Mortgage Loan Officer, followed by an eleven-year career at TIAA-CREF in the Wealth Management Group, providing advice and service to clients in California, Oregon and Washington.
A Colorado State University graduate and Colorado native, Tony and his wife, Kathleen, live in Denver. They are very happy to be part of this community and feel it is a wonderful place to live and raise their daughter, Janet. Tony and Kathleen are both active at the local middle school and avid golfers and skiers. In his free time, Tony enjoys spending time with his family and friends, playing golf and watching major Colorado sports teams.
Michael Stone CFP®, CLU®, ChFC®
Michael Stone specializes in working with individual and family investment portfolios, business owners, affluent households, retirement plans, trust accounts, foundations and endowments. He believes in the importance of providing his clients with a financial education so that together they can work toward specific financial goals.
After graduating from Colorado State University with a degree in geology, Michael started his career in the oil patch. While in this role, Michael learned first-hand that with a little financial discipline, by paying yourself first, and by understanding how the capital markets work, individuals can grow their wealth and ultimately have more choices in life. After the oil industry bust, Michael found himself helping his colleagues with their financial issues and questions, which led him to his present career that he finds interesting, challenging and always evolving.
Michael joined the DWM team in 2016 and has earned the designations of CERTIFIED FINANCIAL PLANNERTM, Certified Specialist in Planned Giving and Chartered Life Underwriter. He has also completed the Chartered Financial Consultant program, and he is a member of the Partnership for Philanthropic Planning and the Colorado Planned Giving Roundtable.
Michael’s passion is working with children with special needs and cancer, often through ski instruction. For more than 20 years, he has volunteered with these individuals through the Children’s Hospital of Denver, the National Sports Center for the Disabled and the Shining Stars Foundation. Michael and his wife, Margaret, love the outdoors, nature, arts, travelling, skiing, hiking and spending time with family and friends.
Michael Stone is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
David Frum
Having an analytical mind and a great love for people, David is driven by the opportunity to help individuals from all walks of life through financial advice. He joined his father and mentor Glenn “Buzz” Frum and sister Christi Frum at LPL Financial in 2013, and now serves clients across his native Colorado and beyond. In early 2017, David, Buzz and Christi partnered with the Denver Wealth Management team, inspired by their rigorous investment process and emphasis on financial planning and client education.
David’s approach to client relationships is based on the premise that every individual has a dynamic set of goals and values that makes their situation unique. As such, he specializes in providing comprehensive guidance that includes investment advice, tax awareness, retirement income strategizing, insurance coverage analysis and more. David is also a Wealth Manager for several Denver area 401(k) plans, where he educates plan participants through one-on-one meetings and group presentations on topics such as Social Security and debt management.
Prior to becoming a Wealth Advisor, David worked at NorthStar Securities, an investment distribution company, where he assisted financial advisors with product implementation, client gathering and retention techniques, and alternative investment education. He holds the Series 7 and 63 registrations through LPL Financial and 65 through Denver Wealth Management.
Born and raised in Colorado Springs, David attended the University of Colorado at Boulder, where he graduated with a B.A. in political science. Beyond his career, David enjoys spending time with his wife, Abby, and their cockapoo, Rory. His hobbies include live music, tennis, enjoying the microbrew and restaurant scene along the Front Range, and riding the emotional roller coaster of all the Colorado sports teams.
David Frum offers securities through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial.
Austyn Garcia
Austyn Garcia is a Service Advisor and the marketing coordinator for Denver Wealth Management, Inc. (DWM).
Born and raised in Colorado, Austyn graduated from ThunderRidge High School in 2014. From there, Austyn attended the Colorado State University of Pueblo for three years as a student-athlete. Between 2014 and 2017, he studied marketing at the Hasan School of Business and pitched for the CSUP Thunderwolves baseball team, achieving Athletic Honor Roll in all three years.
Austyn transferred to and graduated from Colorado State University of Fort Collins in 2017-2018, earning his Bachelor’s Degree with an emphasis in economics and a minor in business administration.
He was fortunate to land with DWM as a marketing intern in the fall after graduation. Four months later, Austyn became a full-time team member, accepting a marketing coordinator role. In October 2020, Austyn transitioned to the advisor career path, completing his Securities Industry Essentials (SIE) Exam, Series 7, Series 66, and Life and Health insurance exams.
Austyn’s marketing contributions to the DWM team have revolved around enhancing our client experience, concentrating mainly on education, appreciation, and philanthropic initiatives.
As a service advisor and fiduciary, Austyn continues his education-first approach to establish and guide successful individuals, families, and small business owners through the six areas of comprehensive financial planning. Austyn believes every investor’s plan is unique and should be tailored to suit their needs. Austyn also contributes as co-host of the Mind of a Millionaire podcast.
Like any native Coloradoan, Austyn enjoys the finer things in life, such as craft beer and snowboarding. He is an avid sports fan, rooting on the Rockies from Spring until late September (rarely October) and the Nuggets throughout winter.
Austyn is an active community member, involved in local non-profit organizations, including Toastmasters.
Contact Austyn to learn more about comprehensive financial planning, DWM’s Summit Investment Process®, life insurance considerations, and upcoming marketing initiatives
Edija Saripova CPA
Edija (Pronunced: Eh-D-ee-uh) Saripova joined the Denver Wealth Management (DWM) team in November 2020 as an associate advisor. Before joining DWM, Edija cultivated 17 years of experience in the financial industry.
When Edija was 18 years old, she migrated to the United States with the dream of becoming a businesswoman. Edija graduated summa cum laude from the University of Missouri—St. Louis, earning her bachelor's degree in science with an emphasis in accounting. She began her career with Edward Jones, working into a senior accountant position. There Edija analyzed net income from operations and trends in consumer investment product demand.
After Edward Jones, Edija moved onto another investment consulting firm, then on to Janus Henderson Investors as a member of the North American Sales Team. She was responsible for performing in-depth analysis to provide clients with investment solutions, capital market research, and portfolio performance reports.
In her free time, Edija is a traditional Coloradoan, enjoying camping, snowboarding, and hiking. She also plays violin and piano and loves to woodwork, crafting anything from coasters to furniture.
Isaac Russo
Isaac Russo joined the Denver Wealth Management, Inc. team in 2021 as an intern before eventually transitioning into a data analyst role. While Isaac still acts as an analyst, he’s found his passion in serving clients as a service advisor. He enjoys enhancing individuals, families, and small business owners’ financial lives through intentional investment selection and detailed planning.
A Colorado native, Isaac was born and raised in Louisville, a small municipality in southeast Boulder. He graduated from Colorado Christian University (CCU) in December of 2021, earning a bachelor’s degree in business administration with an emphasis in finance and a minor in Theology. He then went on to attain his MBA in the Summer of 2023, which proved to be a foundational tool in leading investment and planning-related discussions.
A former College-athlete, Isaac boasts personal bests in the 5k and one-mile races of 14:08 and 4:05, respectively. It was also the CCU track team that brought Isaac and his wife, Christina, together. Despite having grown up just a few blocks away from one another, they had never met until their time at CCU. They now live in the University Hills neighborhood and eagerly look forward to starting their family here in Denver.
Joshua Pierantoni MBA
Josh Pierantoni joined Denver Wealth Management, Inc. in May of 2024, starting as an analyst intern before joining full-time as a Client Service Assistant.
Originally from Casper, Wyoming, Josh moved to Denver in 2018 to attend Colorado Christian University. Josh studied Business Administration and Accounting as an undergrad student and then continued on at CCU to complete his MBA in the spring of 2024.
While at CCU, Josh competed with the cross-country team. As an NCAA student-athlete, he learned the importance of implementing and remaining dedicated to the right system and having the right team around him while pursuing personal goals. While at CCU, Josh achieved six first-team all-American honors and an NCAA DII Top-Three Team finish. He brings this same discipline and dedication to how he serves clients to help address their financial goals.
It was at CCU where Josh met his wife, Tessa. They married in January 2023 and reside in Lakewood, CO. In his free time, Josh still enjoys running on crisp Colorado mornings, exploring the outdoors with Tessa, and spending time with his family and friends.
