Kelly Tate

Administrative Assistant

About Kelly

Kelly is a graduate of the University of Tennessee with a Bachelor of Science and Master of Science degree in Elementary Education. Before joining Tate Financial Partners, Kelly worked in local school systems, including the City of Maryville School System, for more than 20 years. While her kids were younger, she was blessed with the opportunity to be a stay-at-home mom investing in her four boys. Kelly has a passion for helping people learn more about ways to maximize their resources and advance the Kingdom with their investment portfolio through her work with clients.

Kelly has served on several church boards and ministries in an attempt to serve young moms in the MomCo ministry and participates in mission trips helping women and children in various parts of the world.

In her spare time, Kelly enjoys attending her boy’s sporting activities, reading, CrossFit, and running. She is always looking for new and exciting places to travel.