Shanon J. Tate { Client Service Associate }
If you have ever called our office and thought you’d reached the South, you were talking to me! I still have the southern accent I developed while growing up on a farm in Oklahoma. Being child number 12 out of 13, I learned early in life how to work hard and get along with others. I began cooking full meals for six or more at the young age of nine! Life lessons learned during my younger years have certainly molded me into the person I am today.
I love word pictures to help relay information and since I am a farmer’s daughter, I think the best way to describe my role at CapTrust is a work horse! The Advisors and Relationship Managers are like the farmer who takes into consideration everything that affects the harvest (your portfolio) and then we in Client Services are the work horses that do whatever is needed to implement their decisions. I love serving people and I certainly enjoy interacting with our clients and helping in any way possible.
After work hours, you will find me spending time with my wonderful husband, Dane, and two precious children, Aubrey and Carson. We enjoy playing games together, baking goodies, camping with our church family, and having “Family Fun Night” each Friday with pizza and a movie. One of my greatest joys is interacting with my kids and impressing God’s love and wisdom upon their hearts.
Quick Stats:
College: Oklahoma Christian College, B.S. Business Management
My stress relievers: Prayer, Dr. Pepper, Peanut M&Ms