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About Us

David L. Stevens, MBA, CPA/PFS, CFP^®

Dave holds an undergraduate degree in Business and a Master of Business Administration degree from the the University of Nebraska. Dave is licensed to practice as a Certified Public Accountant, Personal Financial Specialist, and a Certified Financial Planner® in Colorado.

Dave has been in the financial planning industry since September 1985. Dave is a Vice Chairman of the Board of Directors of Pinnacol Assurance, Colorado's largest workers' compensation Provider. In addition, Dave also sits as a Board of Directors Member for the Colorado Financial Planning Association.

When Dave has time, you may find him on his bicycle, winning adventure races, hiking, flying airplanes, skiing, or otherwise actively enjoying Colorado's beautiful terrain. He also teaches spin classes at two Denver health clubs.

Gay Bocks, Administrative Assistant

Gay is always available for premium customer service. She works diligently to help Dave develop great client/planner relationships. Besides providing administrative support, Gay monitors compliance related issues and schedules client appointments. Please call her anytime for a financial review with Dave.

Gay joined Irongate Financial Services Inc. in October 2003. She likes tennis, hiking, and is a novice fly-fisherwoman. She enjoys traveling with her husband, Dave, and spending time with her two adult sons.

6500 South Quebec Street Suite 330
Englewood, CO 80111

Phone: 303-759-8608
Fax: 303-759-8501

Dave @irongatefinancial.com
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David L. Stevens is a Registered Representative of and offers securities products & services through Geneos Wealth Management, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of Colorado in which David L. Stevens securities are licensed. No offers may be made or accepted from any resident outside the specific states referenced.

David L. Stevens is also separately registered as an investment advisor representative under Irongate Financial Services, Inc. a Registered Investment Advisor registered with the State of Colorado. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Colorado.

Advisory services offered through Irongate Financial Services Inc., Registered with the State of Colorado.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator and/or FINRA at www.finra.org.