Shanon J. Tate
"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
College / Degrees
Oklahoma Christian College, BA Business Management
York College, York Nebraska, Associates Degree
CapTrust, Client Services Associate / Partner, 2005 – Present
Wife and Mom Extraordinaire, 1993 – Present
Boatmen’s Bank, Disaster Recovery Officer, 1989 – 1993
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.
- 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 and church!
- Elementary Bible Class Teacher
- Director at Camp Lake Louise for Intro Camp
- Weekly Volunteer at Holland West Elementary
My Money Mind®
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.