Tate is an Advisor at ClearTrust. He holds the CEPA, CFP®, and APMA® designations. In his role as a Financial Advisor, Tate helps clients plan for their financial goals. He identifies and crafts solutions to obstacles that may stand between clients and their objectives. Additionally, he manages investment portfolios to help clients succeed. One thing every client can expect from him is that he will always act in their best interests.
He began his career and obtained his license in 1996 after graduating with a Bachelor of Arts in Finance/Economics from Lipscomb University. Tate is a member of the Pegram Church of Christ and volunteers with his wife, Sharon, for Art in the Heart of Dickson County.
He is a dedicated fan of the Tennessee Titans and has been a season ticket holder since the team's move to Nissan Stadium. Attending games has been a family tradition for three generations. Tate has been married to his wife, Sharon Lamastus, for 27 years, and they live in Dickson, TN. Counting their son and daughter, seven generations have grown up and lived in Dickson.