Steven Gates, CLU

As Senior Advanced Markets Consultant at Ash Brokerage, Steven Gates uses his analytical expertise to support high-net-worth clients, including business owners. Using customized modeling options, he helps create life insurance-driven strategies for wealth transfer, business protection and charitable leverage. In his consultant capacity, he will also identify other strategies which may be beneficial for the client while meeting the advisor’s objectives. 

Steven’s background is a unique blend of technological expertise, industry knowledge and entrepreneurial drive. After earning a computer science degree from Penn State University, he worked for a nationally recognized property and casualty managing general agency. While there, he earned his P&C license and designation as Certified Insurance Counselor, and he was promoted as a sales agent for the retail arm of the agency. In 2000, Steven transitioned to the life insurance industry, joining Bufkin, Hefferon & Siegel, Inc., which later merged with Ash Brokerage.

Ash Brokerage is an independent insurance agency that offers securities through First Palladium, member FINRA/SIPC. Ash Brokerage and First Palladium are separately owned and operated and are not affiliated with Sparrow Advisors, LLC.