Partners

Partners

Steve Coggins, AIF®

Chief Investment Officer
As Chief Investment Officer, Steve is the Chairman of the firm’s Investment Committee which is responsible for developing, executing and monitoring investment strategy for clients. Steve also manages the firm’s retirement plan advisory division. An Accredited Investment Fiduciary®,  Steve is a frequent speaker on financial topics, and has been quoted in the Wall Street Journal as well as local and national publications on financial planning and investment issues.

Steve graduated from the University of North Carolina at Chapel Hill. He was formerly a Senior Vice President with First Citizens Bank and was also with what is now Wells Fargo Advisors. He has served as Chairman of the Board of Directors of Cape Fear Area United Way and the Louise Wells Cameron Art Museum. Steve and his wife Allison have four children.

David R. Hartness
CFP®, CLU®, AIF®

 

Chief Client Officer

David’s primary focus at IronGate is serving the firm’s private wealth clients.  He is a Certified Financial Planner® practitioner, Chartered Life Underwriter®, and Accredited Investment Fiduciary®.  Working with staff and outside professionals such as attorneys and CPA’s, David oversees the firm’s financial planning division, and is integrally involved in the Investment and Risk Management functions providing a seamless experience for clients.

David is a native of Fayetteville and graduated from Wake Forest University.  Prior to IronGate he was with First Union and American Express. David currently serves on the UNCW Foundation Board, is the Past President of the New Hanover Estate Planning Council, and has served in various other capacities with Habitat for Humanity, Boy Scouts of America, and the United Way. David and His wife Susie have three sons.

Chris Jones, CFP®, AIF®

Chief Operating Officer
Chris oversees the day to day operations of IronGate, including accounting, compliance and legal. As a Certified Financial Planner®practitioner and Accredited Investment Fiduciary®,  Chris oversees the risk management division of IronGate and also adds expertise in advanced estate planning and asset protection strategies for the firm’s business owner and executive clients. Chris has been quoted in the Wall Street Journal and other publications.

Chris graduated from the University of North Carolina at Chapel Hill. Prior to IronGate, he worked with two regional Broker/Dealer firms and later MassMutual Financial Group. Chris has served as president of the Wilmington Civitan Club, is currently a member of the Greater Wilmington Chamber of Commerce Board of Directors and is a member of the UNCW Board of Visitors. He is also active in Rotary International and the Cameron Executive Network Student Mentor Program. Chris and his wife Carrie have two sons.