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.

Eric Broda, Financial Assistant 

His responsibilities encompass a broad range of office projects and administrative support. Additionally, Eric is responsible for composing the quarterly market review letter.

Eric joined Irongate Financial Services Inc. in January of 2007. Eric holds a B.S. in Finance from Metropolitan State College of Denver. Eric enjoys reading, lifting weights, spending time with his family, and visiting art exhibits.