"Tate has just been a tremendous asset for me and my wife, Ellen, over the years. He has a knack for communicating that has made our finances understandable and our lives simpler. Highly recommended!"

"Can't think of a more knowledgeable, yet humble, guy. Tate always takes to time to explain complex subject matter in terms that I can understand, and consistently monitors my account to see if fine-tuning may be in order. I couldn't be happier!"

"My wife and I have worked with Tate for 10 years now. Tate is always quick to respond with a call, email, or scheduled appointment whenever we reach out with questions or ideas. He has proven to always keep our family in mind by contacting us when opportunities align with our financial situation and goals. We are extremely grateful to be able to rely on Tate and the Heartland Financial Services staff to help us navigate our financial journey."

"Tate has been helpful to us as we are trying to plan for the future while also staying present in a busy time of our lives with a young family. Tate gets to know us as people first and is interested in our goals so that we can financially meet them. He is always easy to get ahold of and communicate with."