We Treat Your Tomorrow as if It Were Ours.

We partner with you to help you achieve the retirement you’ve always wanted.

Ryan C. Bates Founder, Investment Adviser Representative

Ryan C. Bates is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

Before establishing Bates Capital, Ryan began his career as an advanced funeral planner, guiding clients through comprehensive estate planning. He later transitioned into the financial services industry after an early opportunity to work part-time at a financial firm. Driven by a passion for building genuine relationships and providing thoughtful financial guidance, Ryan found his calling in helping clients plan and achieve their financial goals.

Ryan is a financial professional who can offer investment and insurance products and services. He focuses on offering guidance on asset preservation and income planning, ensuring comprehensive strategies tailored to your financial goals. Ryan holds life, health and annuity insurance licenses, and he has passed the Series 6, Series 65 and Series 7 securities exams.

Ryan resides in Lakeland, Florida, with his wife, Alyssa, their three children — Aidyn, Nixon and Ellie — and their beloved dog, Rocky. Away from the office, Ryan loves golfing and spending quality time with his family. One of his greatest joys is watching his children excel in sports.

Alyssa Bates Founder, Chief Operating Officer

Alyssa’s passion for process, organization and thoughtful design led her to the financial industry, where she discovered the perfect platform to enhance the client experience from start to finish. At Bates Capital, she has played a pivotal role in transforming efficiency by creating and implementing systems that streamline operations across every facet of the business.

With a knack for bringing structure to life, Alyssa takes pride in developing processes that help ensure seamless and effective operations. Her dedication to excellence is reflected in her ability to craft solutions that enhance both functionality and client satisfaction.

Originally from Auburn, a small town in the northeast corner of Indiana, Alyssa is proud of her Midwestern roots and the strong values they instilled in her. These values shine through in her role, where she brings authenticity, reliability and a genuine commitment to every client experience.

Now based in Lakeland, Florida, Alyssa is a devoted wife and proud mother of three. She shares her life with her husband, Ryan, and their children — Aidyn, Nixon and Ellie — who inspire her daily. Alyssa loves staying active and connected to nature. Her favorite pastimes include home design, exercising, spending quality time with her family, kayaking, paddleboarding, jogging and tackling various home projects.

Gabriela Salazar Client Services Specialist

Gabriela’s path to the financial services industry wasn’t linear — originally planning to study in the medical field, she discovered her genuine love for numbers and problem-solving through personal and professional experiences. Once she found her footing in finance, she realized how rewarding it is to be a part of helping her team pursue their clients’ financial dreams, and she hasn’t looked back since.

With over a decade of experience in client service and operations, Gabriela began her career managing a financial branch, where she developed strong leadership and operational skills. She then spent six years in client service and operations roles, deepening her knowledge in financial processes and refined her commitment to exceptional client service. Today, her passion for assisting clients shines as she provides patient, attentive and personalized care, helping ensure every client feels supported and confident in reaching their financial goals.

Gabriela and her husband, Armarni, are proud parents to two boys, Christopher and Elijah. Their home also includes Gabriela’s mom, who plays an essential role in their household, and their two beloved pets, Lily the husky and Nala the cat. Outside of work, Gabriela thrives on quality time with her loved ones. She enjoys reading, solving puzzles and indulging in her collection of all things Winnie the Pooh.