Our Team

Alex is the Operations Manager at Denver Wealth Management, Inc., overseeing trading and key operational functions to enhance efficiency and support client and firm initiatives. With extensive experience in financial services, Alex is critical in optimizing processes, ensuring seamless execution of investment operations, and maintaining the integrity of client accounts. His commitment to operational excellence allows Denver Wealth Management's financial advisors to focus on delivering personalized financial strategies, ultimately helping clients achieve their long-term financial goals.

Before joining Denver Wealth Management, Alex spent six years at LPL Financial, where he held Operations and Financial Planning management roles. His expertise in process optimization, financial planning, and leadership contributed significantly to the firm's growth. Before that, he was a financial advisor at Merrill Lynch in New York City, providing tailored financial guidance to high-net-worth clients.

Before transitioning into financial services, Alex was a professional soccer player, competing in England and Sweden for five years. 

Alex, a proud Buckeye, earned his undergraduate bachelor's degree in international relations and diplomacy from Ohio State University, where he also played for the varsity men's soccer team.

Originally from Philadelphia, Alex is an avid outdoorsman and sports enthusiast. In his free time, he enjoys skiing, mountaineering, golfing, backpacking, and biking. He is also an avid traveler who has explored over 40 countries, immersing himself in diverse cultures and embracing new experiences along the way.

Christine joined the Denver Wealth Management, Inc. team in 2023 as an operations associate, responsible for assisting our advisors and operations department in trading, account management, and administration.

After several years as an educator, Christine transitioned careers to the financial industry in 2018. Starting with Fidelity Investments, Christine quickly focused her time and effort toward obtaining her Series 7 and 63 licenses allowing her to trade stocks and mutual funds. Christine continued to progress with Fidelity, progressing to a branch financial representative before moving to a local RIA, where she continued her passion for connecting and building relationships to serve clients. 

Outside of work, Christine enjoys spending time with her family and friends, reading, cooking, collecting tea-time accessories, throwing tea parties, or visiting tea rooms for high tea. She also enjoys traveling locally and internationally and volunteering with her church in various capacities. Christine is known as an avid movie and music buff.

Claire Sherwood joined the Denver Wealth Management team in the summer of 2026 as an Operations Associate. In her role, she supports the firms advisors and operations department with trading, account management, and administration. She is passionate about providing exceptional service and ensuring client needs are handled with accuracy and attention to detail. 

Claire earned her degree in Finance and International Business at Colorado State University. She began her career at Charles Schwab, where she worked as a broker supporting retail clients with account servicing and trade related questions. She holds the Series 7 and Series 63 licenses through LPL Financial. She joined Denver wealth Management to build in her client service experience and gain broader expertise in the operational side of wealth management. 

As a Colorado native, Claire enjoys spending time outside and staying active. Outside of work, she enjoys hiking, Pilates, skiing, and traveling. 

Colorado Springs native Christi Frum has been a securities licensed registered assistant since 2002. For the past 15 years she has served as investment research assistant, customer service representative and general trouble-shooter for veteran advisor Glenn “Buzz” Frum, and in the same capacity for brother David Frum since 2013.

After graduating as valedictorian of her high school class in 1991, Christi left the Front Range to pursue studies in economics at Northwestern University in Evanston (Chicago), IL. Four years later she emerged with a degree and headed to New York City where she worked as a contract administrator in the Business Affairs department of Sony Music Corporation and then as a producer for the online advertising firm Organic Media. In 1999 Christi moved to Seattle where she was the newsletter editor for workz.com, a web site dedicated to small online entrepreneurs.

A couple of years later the Rocky Mountains and family drew Christi back to Colorado Springs. She enjoys living in Old Colorado City, feeding her appetite for history and science, hiking with her dogs Pax and Lucy, and taking the occasional road-trip to other beautiful Western destinations. Professionally, Christi’s grateful to work with family and be in a position to help clients pursue their financial future.

Katrina Steiner has been serving in the financial industry for over 5 years. Developing strong relationships is the foundation of everything she does, both professionally and personally. Prior to her position as a Client Services Specialist for Denver Wealth Management, she was working in education; first as a teacher then as an academic advisor. She is a proud alum of Champan University (B.S. in Computer Information Systems) and University of Redlands (M.S. in Interactive Telecommunications). 

Even though she is a native Oregonian, she loves calling Colorado home. The diverse landscape is an endless playground for doing all the things she loves; UTVing, hiking golfing, biking, camping and enjoying beautiful sunsets. She also loves bingeing a good series, watching the Nuggets or Broncos play, curling up with one of the cats and a good book, trying a new recipe in the kitchen and gathering with friends and family. Family is by far the biggest blessing in her life. She is so grateful for her loving husband Scott, kids, parents and fur babies. 

Carol Martinez, a native of The Land of Enchantment and earned her Bachelor of Business Administration from New Mexico State University. It was during her college years that she met her husband, Abel, with whom she has shared 36 wonderful years. In 1997, they relocated to Grand Junction, Abel’s hometown.

Carol brings more than two decades of diverse administrative experience to her role as an Operations Associate at Denver Wealth Management.

In her free time, Carol loves to spend time with family and friends, garden, travel, and hike, including conquering two of Colorado’s “fourteeners.” She also enjoys a good game night

Trinity Bemis is a Colorado native originally from the Roaring Fork Valley, moving to the Grand Valley in time to attend both Fruita Monument HS and Mesa State College (now Colorado Mesa University). 

Trinity has held her insurance license since 2024 and has found a passion for Medicare and Life Insurances. She believes that she can help clients to untangle the complexity of these types of coverages and give them the confidence to choose between the many products on the market.  

Trinity has been married since 2018 and she and her husband have two kids and two cats. They enjoy what feels like too many hobbies, trying to split time between golfing, hiking, fishing, attending concerts and traveling.