About Steven Gates

Fresh out of Simpson College, Steve started his carrier as a Management Trainee with the Bankers Life/Principal Financial Group. This was the summer of 1980, during the heart of the financial crisis.

For more than 30 years, he has had the pleasure of serving commercial and private clients in the areas of employee benefits & safe money strategies. Like many others, Steve has become concerned that typical approaches to managing assets have cost clients their desired outcome. Unlike others, Steve has decided to reengineer the agency focus. Strategic decisions have lead Steve to become a passionate advocate of asset/principal protection yet create opportunity at the same time. You don't have to accept risk to have the reward.

Steve and family are life long Central Iowans.

Schedule a Visit