Tate joined the LHD team in 2020.

As a financial analyst, Tate is responsible for client projects including requests for proposal development and analysis, financial and network analysis, development of premium equivalent rates, and employee contribution analysis.

Tate has experience in financial information and analysis. He has been licensed in Life and Health since 2018, and earned his degree from a top ranked Risk Management and Insurance program.

Tate graduated from Butler University with a double major in Finance and Risk Management/Insurance (Cum Laude and RMI Departmental Honors). In his free time he enjoys bike rides, hiking, hunting, and fishing. When he’s not spending time outdoors, you can find him watching sports, especially college basketball. Tate recently became engaged and enjoys spending time with his fiancĂ© and their families.

250 W. 96th Street, Suite 350
Indianapolis, Indiana 46260
Tate Pre Flight
Tate & Wife
Tate with Friends
Tate at a Cowboys Game
Tate Flying
Tate with Friends


Prior to joining LHD, I was searching for a team-oriented position with a local company that was well respected among the community. LHD has met those expectations and more. I come from a small town where everyone seems like family and that’s how it feels walking into the office every day. I hope to take advantage of the vast knowledge of LHD employees to help continue and grow my career.

Tate's Signature
  • Work experience
  • 2020-
    In the summer of 2020, Tate joined the LHD team as a Financial Analyst.
  • 2020-2022 (expected)
    Tate is currently working towards his Master of Business Administration with Missouri State University.
  • 2019-2020
    Tate’s first full time position out of school was with Synovus as a Masters Program Associate Banker, working his way up to Corporate Banker Associate II.
  • 2016-2019
    Tate attended Butler University where he earned his Bachelor of Science in Finance and Risk Management/Insurance.
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