Shanon J. Tate

Client Service Associate | Partner

Shanon J. Tate

If you have ever called our office and thought you’d reached the South, you were talking to me! That accent has indeed migrated with me from my early days, growing up on a farm in Oklahoma. Being child number twelve of thirteen, 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.

After work hours, you will find me spending time with my wonderful husband, Dane, and two precious children, Aubrey and Carson. Dane has a huge servant heart and quite a sense of humor! He and I have active roles in our church family’s education ministry. Both Aubrey and Carson love the stage and are a part of theater and choir. When time allows, we enjoy playing games together, baking goodies, and having “Family Fun Night” each Friday with pizza and a movie.

I love serving people and I certainly enjoy interacting with clients and helping in any way possible. As our client, you are a blessing to me!

Quick Stats

Oklahoma Christian College, B.S. Business Management

My stress relievers:
Prayer, Dr. Pepper, Peanut M&Ms

Bruce H. Johnson, CIMA®

Investment Consulting & Stewardship

Dirk A. Zwiep, CIMA®

Consultant | Consulting Director

Brian L. VandenBrink, CIMA®

Consultant | Managing Partner

Shawn D. Pacanowski, CIMA®

Consultant | Partner

Ryan W. Tyler

Director of Operations

Jason L. Kooyer, CIPM

Sr. Performance Analyst | Partner

Jason R. Bruxvoort

Portfolio Administrator

Kristine L. Zylstra

Relationship Manager | Partner

Calvin C. Chanski

Relationship Manager

Scott J. DeMaagd

Relationship Manager

Ron J. Price

Relationship Manager

Rhonda G. Carter

CCO | Client Service Associate

Shanon J. Tate

Client Service Associate | Partner

Lauren E. Bowman

Client Service Associate

Lisa M. Schulist

Coordinator of First & Lasting Impressions

Dawne S. Garvey

Client Service Associate