I'm Kristel Tate, and as a proud West Texas native, I'm deeply connected to the Midland community I've called home my entire life. With more than 20 years of experience in financial services, I've had the privilege of helping individuals, families, and business owners make informed decisions about their financial future. Building lasting relationships based on customer confidence, reliability, and personalized service is at the heart of everything I do.

Outside of the office, family is at the center of everything I do. I'm a proud mother of two and grandmother of five. My husband and I enjoy cheering on our favorite Texas football and baseball teams and make it a point to attend at least one game every year. We also share a goal of visiting all 50 states, and I love traveling internationally with my mother and daughters whenever I can.

Why Choose My Team for Your Financial Service Needs?

My passion is helping people create a strong financial foundation for themselves and the people they care about most. Whether you're looking to grow your wealth, prepare for retirement, save for a child's education, or create a legacy for future generations, I believe every financial journey deserves thoughtful preparation and experienced guidance. I take the time to understand your goals, values, and priorities so we can develop personalized financial options designed to help you pursue long-term success with confidence.

Financial success is about more than fund allocating. It's about helping families feel prepared for life's milestones, opportunities, and uncertainties. I understand how important it is to have a reliable partner you can turn to when making decisions that impact your future. My goal is to help you feel informed, empowered, and confident in the path ahead through every stage of life.

I’m proud to serve Midland and surrounding West Texas communities in both English and Spanish. If you're seeking experienced guidance on financial and retirement preparation, education savings, or creating a lasting financial legacy, my team and I are here to help. We look forward to getting to know you, understanding what matters most to you, and building a personalized plan designed to support your goals and help protect the future you're working hard to create.