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.