Custom: slideshow for why choose us

  • Careful, Concise, Complete
    On-Going Reviews Of Client Portfolios

    Professional

    Confident

    Genuine Concern for the Best Interests of Our Clients

    Solid Goals

    Sound Advice

    Trust

Why Choose Us

Our Irongate Financial Services team is totally committed to providing you with the best financial planning services possible

We pay strict attention to detail and provide ongoing reviews of your financial plan as your needs dictate. The information below is designed to give you a quick overview of our team, their roles and their experience. We are also closely aligned with two additional teams of financial planning professionals. We share ideas and best practices for the benefit of our clients.

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David L. Stevens, MBA, CPA/PFS, CFP®

David L. Stevens has tirelessly served professionals, business owners, families, and individuals for over three decades with his personal approach to helping them achieve financial success. Dave is the founder and president of Irongate Financial Services, Inc. offering his clients a broad range of professional financial planning services, investment and insurance options. His approach and process to create success for his clients is driven by his ongoing passion for their financial well-being and his love and enthusiasm for the business. He keeps his clients focused on the mission of helping them achieve financial “peace of mind” by carefully guiding them through the inevitable ups and down of the financial climate of the times. Dave’s success with his clients is also achieved through his close collaboration with them and his experience and knowledge of all the financial options in the marketplace to choose from.

Dave works as a teacher/financial mentor to his clients. Early in the planning process with a new client, and on an ongoing basis with all clients, David identifies financial options and their risks and rewards to help his clients clearly understand the varied and diverse options they have to choose from. Dave works hard at doing all he can to remove the mystery from the financial planning/money management opportunities and challenges that exist – allowing his clients to make informed and educated choices designed to achieve the financial success they desire.

Dave’s value and long standing relationships with his clients is clearly illustrated by the fact that his client retention rate of over 90% is very high for the industry and is a tremendous source of pride for him.

Dave is licensed in Colorado as a Certified Financial Planner® Designee, a Certified Public Accountant, Licensed Insurance Agent, and he holds various securities licenses.

He has earned a Bachelor of Science degree in business and accounting from the University of Nebraska-Lincoln and a Master of Business Administration degree from the University of Nebraska. In addition, Dave continually updates his financial knowledge through on-going classes and seminars.

Dave donates a great deal of service to the community as a member of the board of directors for Rocky Mountain Rowing Club, as well as his efforts as a member of the audit committee for Pinnacol Assurance. He has generously given his time to many other community organizations over the years such as: serving as the Treasurer of the Colorado Financial Planning Association, a member of the Personal Financial Planning Committee of the Colorado Society of CPAs and serving as Chairman of the Society’s Insurance Committee, Secretary of the Rotary Club of Denver Southeast, Treasurer of Community Shares of Colorado, and as a board member for Arapahoe House and Front Rangers Cycling Club.

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Gay Bocks

Administrative Assistant

Gay handles the day to day detail and the behind the scenes responsibilities for the benefit of our clients. She has a passion for delivering exceptional client service and an obsession for detail. Strict attention to legal compliance issues for the protection of the client and the company are also paramount to her value to the team. Clients appreciate Gay’s warm and friendly personality and professional follow-through. Gay continually stays up to date on the ever-changing financial planning issues and opportunities in order to make the administrative side of the company operate at peak efficiency.

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Kathie Macre

Administrative Assistant

Kathie puts over two decades of administrative financial services expertise to work while researching and gathering critical information in preparation for annual client reviews and financial planning presentations.  She also assists with everyday client service requests. She continually strives to remain current with compliance issues and keeps the back office running smoothly.  Kathie is always ready with a friendly welcome and an ongoing commitment to making our clients' experience a "10" whenever they call.

Securities and Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA/SIPC

Financial Planning offered through Irongate Financial Services, Inc., A Registered Investment Advisor with the State of Colorado

Geneos Wealth Management and Irongate Financial Services, Inc. are not affiliated.

Geneos Privacy Policy

Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc., Member
FINRA/SIPC 

Investment Advisory Services offered through Irongate Financial Services, Inc., A Registered Investment Advisor

 Geneos Privacy Policy 

David L. Stevens is a Registered Representative of and offers securities products & advisory services through Geneos Wealth Management, Inc., a Registered Broker-Dealer, member FINRA/SIPC.

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. Advisory services are offered through Irongate Financial Services Inc.

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.

Irongate Financial Services, Inc. Privacy Statement

 

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