About

Tate graduated from Purdue University in 2017 with a Bachelor of Science degree in Economics and began his career as an opposition research analyst for political campaigns in Washington, DC. Seeking to make a more tangible impact in his community, Tate transitioned from political research to assisting close to 300,000 homeowners in adopting renewable energy solutions, helping them mitigate rising household overhead costs in states all across America.

Throughout this process, Tate refined his relationship building skills and developed a deep understanding of the impact that family planning can have on individuals, and the family unit as a whole. In 2024, he came on board with Capitas Financial where he uses an objective, multi-carrier platform to implement proven strategies for executing advanced estate and retirement plans. He is a licensed advisor and remains steadfast in his pursuit of further education and designations within the life insurance industry.

Tate’s mission is to empower financial service professionals, using informed, reliable strategies to maximize and safeguard wealth for their clients’ legacy and prosperity for future generations.