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 are offered through IAMS Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. IAMS Wealth Management and The Retirement Strategies are independent of each other. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents. None of the information contained on this document shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients. The firm is not engaged in the practice of law or accounting. Please consult a tax or legal professional with tax or legal questions. Recognition from the third-parties should not necessarily be viewed as a measure of customer satisfaction with an investment advisory firm.  Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Steve Greig is an Investment Advisor Representative with IAMS Wealth Management. None of the other individuals portrayed or listed are Investment Advisor Representatives with IAMS Wealth Management. Third-party rankings do not guarantee future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. Changes in investment strategies, contributions or withdrawals, and economic conditions may significantly alter a portfolio’s performance.