Gay Bocks

Client Care Specialist

Gay 2

Place cursor over image.

Phone: 303-690-5070
Fax: 303-699-8945

Gay Bocks is a member of A&I’s Client Care team. Gay brings 16 years of financial services support experience to the team. 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.

She also enjoys playing with her grandbabies, Arya and James.

header periscope

Each new edition of our Periscope Weekly Investment Blog is available on our website. In addition, use the link below to sign up for weekly e-mail delivery of the complete newsletter. Stay informed!
Read recent newsletters
Sign up here
Request a consultation

Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free






An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
Learn more

Green Initiative Side Bar 2

Go Paperless 

Addressing Global Concerns on an individualized basis