Welcome

Darrell Tate founded Tate Financial Group, LLC in 1978. The values and principles that he instilled are still alive today with the approach we take to business.  Darrell is a 1972 graduate of Texas A&M University and has proudly held his CFP since 1994. Mr. Tate has been in the financial services industry for more than 30 years.  He has been a member of Texas Leaders Round Table- Grand Council, North Texas Estate Planning Council, National Association of Financial Planners among many others.  He has been President of the McKinney Independent School District Board of Trustees and Board Member of the McKinney Chamber of Commerce. He created an environment that emphasizes client relationships. Our approach is based on these relationships. These relationships with our clients allow us to serve their specific needs

LeAndra has been with Tate Financial Group, LLC since 2019.  LeAndra has an extensive background in customer service. She believes in helping clients have the best possible experience working with Tate Financial Group, LLC.  LeAndra is the firm's Office Manager.   She lives in McKinney with her husband.