Advisors
From making strategic decisions to developing your retirement plan, we are here to help. Using our expertise and deep understanding of the industry, you’ll receive real solutions and experience true results. Get in touch to book a meeting.
SteVan H. Gates, CRPC©
Managing Partner
David S. Gates, NSSA©
Partner
Derek D. Bohne, CLU©, CHFC©
Advisor
Nathan T. Gates, CRPC©, NSSA©
Advisor
Lindsay Jones,
CFO©, CPA©
Suzanne
Administratice Assistant
Peggy
Client Relations Assistant
Jeff Barnett
Outreach Specialist
Learn More
Planners are Registered Representatives of and offer securities through Securities America, Inc.
