Meet Your Team
You're not working with a single advisor—you're gaining access to an entire team of professionals with diverse backgrounds, education, and experience.
The Team Difference
“We believe it's important to have a team of professionals looking out for your best interests. It's why we regularly combine our strengths so that you'll receive the best possible experience we can provide.”
You're assigned a primary advisor who knows you and your situation
Complex questions are brought to the broader team for input
Investment decisions are made by the Investment Committee, not individuals
You benefit from the expertise of the entire firm
Co-Founders
Blair Braden
Co-Founder & Partner
CFP®
Blair co-founded DWM in 2012 after leaving a larger firm where he felt constrained by proprietary product requirements. His mission: put clients first, always.
Zachary Bouck
Co-Founder & Partner
CFP®, CIMA®
Zachary partnered with Blair to create a firm where advisors have the freedom to recommend what's truly best for clients, without corporate restrictions.
Financial Advisors
Richard Goblirsch
MBA
Financial Advisor
Daniel Herrmann
Financial Advisor
Tony Pelz
CFP®
Financial Advisor
Michael Stone
CFP®, CLU, ChFC
Financial Advisor
David Frum
Financial Advisor
Austyn Garcia
CFP®
Financial Advisor
Edija Saripova
CPA
Financial Advisor
Isaac Russo
MBA
Financial Advisor
Joseph Garry
CFP®
Financial Advisor
Alexander Wimmer
Financial Advisor
Support Team
Credentials Explained
Certified Financial Planner
Extensive education, 6,000+ hours experience, rigorous exam, ongoing ethics requirements
Certified Investment Management Analyst
Advanced investment management education and exam
Certified Public Accountant
Accounting degree, exam, experience, ongoing education
Chartered Life Underwriter
Specialization in life insurance and estate planning
Chartered Financial Consultant
Comprehensive financial planning education
Master of Business Administration
Advanced business degree
Ready to Meet Your Team?
Schedule a free consultation to discuss your financial goals and learn how our team approach can benefit you.
Schedule Free ConsultationThe registered representatives are with and offer securities through LPL Financial. Member FINRA/SIPC. Investment advice offered through Denver Wealth Management, Inc., a registered investment advisor.
Bryson Blair Braden | Domicile: CO | 4582 S Ulster St. STE 1300 Denver, CO 80237 | CA Insurance #0K40381