Shanon J. Tate

"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 – B.A. 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 Office, 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
Camp Lake Louise – Intro Camp Director

Lets Talk

Every great partnership begins with a conversation. Let’s explore how we can help you grow, preserve, and pass on your wealth with clarity and confidence.

Take The First Step