Joseph Garry CFP®
Joe Garry joined the Denver Wealth Management, Inc. family in November 2023, bringing with him a deep passion for finance and a commitment to helping clients address their financial goals. Originally hailing from the east side of Cincinnati, Ohio, Joe holds a bachelor's degree in finance and data analytics from Ohio University, where his fascination with financial markets and investment strategies first took root.
Upon graduating in 2022, Joe wasted no time in furthering his experience by earning the Certified Financial Planner (CFP) designation. Joe continues to expand his knowledge and stay ahead of industry trends to better serve his clients.
In September 2023, captivated by the state after a few ski trips, Joe made the decision to relocate from the Midwest to Colorado. In addition to his professional pursuits, Joe is an avid golfer during warmer seasons and a passionate snowboarder when the colder months roll in. He also enjoys staying active through recreational basketball, cooking, and hitting the gym. Even amidst his busy schedule, Joe cherishes quality time with his girlfriend, friends, and family, including his beloved dog Jimmy-Chew. Back in Cincinnati, he finds joy in biking and staying active with his parents and brother, further demonstrating his commitment to balancing his personal interests with his professional endeavors.
Kaitlyn Stinar
Kaitlyn Stinar is Denver Wealth Management, Inc.’s (DWM) Executive Coordinator, exhibiting our firm’s core values in elevating and ensuring an authentic client experience.
Kaitlyn began her career as an administrative assistant for a development company directly out of high school, quickly recognizing her passion for organization, communication, and connecting with people.
From there, Kaitlyn transitioned away from development into the financial industry, where she connected with DWM in 2016. Since joining the team as a receptionist, Kaitlyn has grown tremendously, working as the firm’s office manager until 2021, when she was promoted to Executive Coordinator.
Kaitlyn resides in Minnesota but continues to thrive personally and professionally, serving our clients remotely from the North Star State. As our Executive Coordinator, Kaitlyn operates a unique and essential role in our firm, assisting clients directly with many administrative needs. Kaitlyn ensures we achieve the boutique client experience we promise to all clients.
Outside work, Kaitlyn enjoys spending time with her family, friends, and, most importantly, her two cats, Kitten & Prissy Pants. She likes to relax, often watching the latest Netflix hits, exploring new crafting projects on Pinterest, or having DIY spa days.
Christine Banks
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.
Christi Frum
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.
Glenn "Buzz" Frum CLU®, CHFC®
A Colorado Springs resident from 1959-2018, Buzz Frum is experienced in all levels of investment and estate planning. Since retiring in 2018, Buzz has passed his business along to his children, David and Christi Frum, and now resides in The Grand Canyon State, Arizona. He joined LPL Financial in 2008 after a twenty-three year career with New England Financial. In 2002 he won New England’s top field recognition, The President’s Award.
He has conducted numerous seminars with school districts and other PERA employers around the state. He founded the Public Employees Resource Group under New England Financial, which was a team of twenty individuals dedicated to working with PERA members.
Buzz was the first Product Manager for the highly successful Government Securities Trust of Kemper Financial Services, located in Chicago. He later became National Sales Manager for Kemper’s Unit Investment Trust Department, overseeing their $750 million dollar annual sales effort. In this capacity, Buzz conducted training seminars for banks, brokerage firms and insurance companies across the country.