Shanon J. Tate

Client Service Associate | Partner

"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, BA Business Management

York College, York Nebraska, Associates Degree

Experience

CapTrust, Client Services Associate / Partner, 2005 – Present

Wife and Mom Extraordinaire, 1993 – Present

Boatmen’s Bank, Disaster Recovery Officer, 1989 – 1993

Hometown

Culbertson, Nebraska

Family

My husband Dane and I have two beautiful kids and a beloved Yorkipoo, Snickers.

Hobbies and Relaxation

I love baking, sewing, making crafts and playing games with family when not at the office.

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, church, and the Rescue Mission!

Community Service

  • Elementary Bible Class Teacher
  • Director at Camp Lake Louise for Intro Camp
  • Weekly Volunteer at Holland West Elementary

My Money Mind®

  • Protection
  • Commitment
  • Happiness

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.

Start typing and press Enter to search