Austin – 512-480-8828 | *Georgetown – 512-869-1435 | *Highland Lakes – 830-598-1700 | *San Antonio – 210-510-4143 | *All other areas – 877-545-8828 | *By Appointment Only | Principal Office: 1601 Rio Grande, Suite 550, Austin, Texas 78701

About Tate Sullivan


LifePlanning Coordinator

Tate Sullivan is the LifePlanning Coordinator and handles document drafting, preparation, and assists with marketing for our LifePlanning clients. He attended the University of Missouri and has a Bachelor’s Degree in English; in addition, he obtained a Paralegal Certification from the University of Texas and has worked in the legal field for five years. When he isn’t cheering on his beloved Boston Red Sox, you can usually find Tate frequenting the abundance of music venues that Austin has to offer.