Tate has been a leader in the financial services industry since 1998. He began his career as a financial advisor in 1996 in Western Kansas. After building a practice from scratch he moved into management and began to help other advisors build better businesses. Tate brings a passion for finding options for business owners that fit them and move them forward. His direct style enables him to communicate clearly to his clients and his belief in practice over theory lends itself to driving strong results.

Tate resides in Kansas City, KS, with his wife Amy. They enjoy playing golf, traveling and spending time with their three college age children, Brandon, Taran and Stephanie.

Education, Certifications, and Boards:

  • BA, Fort Hays State University in English
  • Certified Financial Planner
  • Chartered Mutual Fund Counselor
  • Certified Professional Business Coach (CPBC), Professional Business Coaches Alliance

Areas of Expertise

  • Leadership
  • Financial Services
  • Business Management
  • Communication


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