Shanon J. Tate

Senior Client Service Associate | Partner

"I love getting to know our clients on a personal level and being able to find solutions for them in the financial world."

With CapTrust Since

2005

College / Degrees

Oklahoma Christian College, BA Business Management

York College, York Nebraska, Associates Degree

Experience

CapTrust, Sr. Client Services Associate / Partner, 2005 – Present

Wife and Mom Extraordinaire, 1993 – Present

Boatmen’s Bank, Disaster Recovery Officer, 1989 – 1993

Hometown

Culbertson, Nebraska

Travel

On the List:

    • I’d love to go on one of Ray VanderLaan’s trips to Israel and then share it with the kids I teach at camp and church!

What got you interested in this field?

At CapTrust, I found the perfect fit. Here, I am able to combine my passion for helping clients realize their best financial future with my many years of experience in the administrative field – leading to an incredibly rewarding outcome for myself and our clients.

Family

My husband Dane and I have been blessed with over 28 years of marriage and two wonderful kids Aubrey and Carson. Aubrey is a high school math teacher and Carson is attending Sunset International Bible Institute.

Hobbies and Relaxation

I love baking, sewing, making crafts and playing games with family when not at the office.

Community Service

  • Elementary Bible Class Teacher
  • Director at Camp Lake Louise for Intro Camp

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Copyright © 2024 CapTrust Financial Advisors. All rights reserved.