MEET THE TEAM

Steven Greig | The Retirement Strategies


Steven Greig is dedicated to helping individuals, families, and business owners navigate retirement planning with confidence and clarity. As part of The Retirement Strategies team, he focuses on developing personalized retirement solutions designed to align financial goals with long-term security and peace of mind. Guided by the company's mission that everyone deserves Certainty, Clarity & Confidence throughout their full retirement years, Steven is committed to helping clients build, protect, and preserve their wealth while creating a roadmap for a successful and enjoyable retirement. As a fiduciary, his client-first approach emphasizes trust, integrity, and practical guidance at every stage of the retirement journey.

Kristine Angel Roque

Operations & Client Experience

Kristine supports day-to-day operations, client experience, and project coordination for The Retirement Strategies. She helps ensure that client communications, systems, and processes run smoothly while supporting the firm's commitment to providing exceptional service and a positive client experience.

More Than Financial Planning

We're not just advisors,

we're parents, family members, and people who understand the goals and concerns that come with planning for the future.

Ready to Find Out If You're Truly Retirement Ready?

Get a second opinion on your retirement strategy and discover whether you're positioned for the retirement you've envisioned.

✉️ [email protected]

📞515.228.5500

📍1200 Valley West Drive, Suite 218,  West Des Moines  IA  50266

🌐 www.theretirementstrategies.com

Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser.   The Retirement Strategies and CreativeOne Wealth are unaffiliated entities. Licensed insurance professional, #6842165.  

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