"Our approach to financial planning is based 
on relationships. These relationships allow us to 
serve the individual needs of each of our clients."

-Darrell Tate

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

 

Darrell L. Tate, CFP®*

Darrell Tate founded Tate Financial Group on the values and principles that were instilled in him growing up in rural Texas. He is a CERTIFIED FINANCIAL PLANNERTM Practitioner and Independent Advisor with FSC Securities Corporation.  He is also a Graduate of Texas A&M University with a degree in Economics, 1972.
Mr. Tate has been in the financial services industry for more than 30 years.  His depth of experience enables him to offer an insightful and particular balanced approach to the many areas within the financial planning process. His long-term commitment to helping people meet their financial goals has resulted in numerous professional accomplishments. He is a “Top of the Table“ Member of the Million Dollar Round Table, is the recipient of his industry’s National Quality Award and has been named in 2002 and 2006 to D Magazine’s Top Financial Planners, as chosen by his peers.  His professional affiliations include membership in the Institute of Certified Financial Planners, National Association of Insurance and Financial Advisors, North Texas Estate Planning Council, the Dallas/Fort Worth Society of Financial Planners and the International Association of Financial Planners.   

Mr. Tate is also quite active in the community, having served as president of the McKinney ISD Board of Trustees and the McKinney Lion’s Club, board member of the Collin County Boys and Girls Club, and as president of the McKinney Education Foundation and as a member of Texas A&M’s 12th Man Foundation.  He lives in McKinney with his wife, Gayle, and their two labs, Buck and Hank.  Darrell enjoys hunting as well as traveling with Gayle and spending time with their two daughters, son-in-law and two grandsons.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

 

Erica Tate*

Erica Tate has been with Tate Financial Group since 2003. She is a 1997 graduate of Texas A&M University with a degree in Business Psychology. Her work with the firm focuses on Employee Benefits and Long Term Care Insurance.

Ms. Tate was previously employed by Accenture, where she traveled as a training, design and development consultant. She was most recently employed by Johnson and Johnson as an Ortho McNeil pharmaceutical sales rep in the Austin area. She has extensive training and experience in developing employee benefit programs for large and small companies and in the area of Long Term Care Needs Analysis. Ms. Tate is a member of the Dallas Association of Health Underwriters, board member of the McKinney A&M Club and member of Citizenship McKinney. She enjoys traveling, spending time with her nephews, godchildren, and dog, Harry.

Bobby Mefford*

Bobby Mefford joined Tate Financial Group in 2007 as a Financial Planner. He is a 1999 graduate of the University of North Texas, with a degree in Psychology. He graduated from Saint Edwards University with a Masters in Counseling Psychology in 2003.

His area of focus encompasses comprehensive financial planning, including complete reviews of financial status, asset allocation, retirement planning, education goals funding, cash flow and budgeting and insurance analysis. Bobby and his wife, Kate, live in McKinney with their daughter, Millie. They are active in the McKinney Chamber of Commerce, North Texas Exes - Collin County and several educational foundations.

 

Michelle Robbins

	Michelle joined Tate Financial Group in January 2005.  She was previously employed by the McKinney Independent School District.  Michelle is responsible for initiating and maintaining all client information.
Michelle is the Firm’s Office Manager.  She lives in McKinney with her husband Britton and enjoys spending time traveling with her husband, two sons and daughters-in-law.