Live Well. Finish Well.

We help families in Maryville, Tennessee, and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.

 

Maryville, TN

P.O. Box 4304
Maryville, TN 37802
(865) 355-7494

info@tatefinancialpartners.com

Advisors

John Tate

MBA, CFP®, CKA®

Founder & Investment Advisor

Operations
Support

Kelly Tate

Administrative Assistant

Investments

Cole Pearson

President,
Investment Solutions

Nathan Willis

Director of
Portfolio Strategy

John Siverling

Director of Private Markets
& Impact Advocacy

Will Sorrell

Director of
Values-Based Investing

Tom Mueth

Director of
Advisor Engagement

Rob Riley

Investment Analyst

Operations

Rob Grubb

Founding Member
COO

Charlie Watkins

Chief Financial Officer

TJ Claud

Chief Compliance Officer

Brian Church

Chief Growth Officer

Matthew Moses

VP, Operational Consulting

Wade Johnson

Director, Transition
and Operations

Jennifer Rogers

Director of
Advisor Operations

Samantha Vance

Director of
Marketing