The Tate Team
About The Tate Group
Founded by Bob Tate in 1971, the Tate Group has been a leading provider of wealth management and tax advisory services to some of the country’s most select high net worth individuals, small business owners, and family offices for nearly 50 years.
But what distinguishes us from our competitors is our emphasis on people, both clients and staff. Our foremost responsibility is to ensure the success of our clients. That is why our single greatest investment is our team—we are constantly seeking out the most promising and knowledgeable talent in the industry, allowing us to continuously improve our shared expertise and the quality of the services that we provide our clients.
Clients who work with us quickly recognize that we are committed to their success, receiving individualized attention from team members who embody the quality, integrity, and professionalism that they expect from our firm as a whole.
We invite you to take a moment to learn more about the Tate Group’s team members, and how they can help you with your specialized financial needs.
Robert L. Tate, CPA, PFS, MS
Principal
Bob Tate, a founding partner of the Tate Group, began his public accounting practice in 1972 after gaining experience as an Internal Revenue Service Agent, and with the Auditor General’s office of the California State Legislature. Bob specializes in tax, estate and financial planning for individuals, principals in professional practices and owners of closely held businesses. He has testified as an expert witness in litigation matters, and has served as a trustee of various financial situations.
Bob received his Bachelor of Science in Accounting from the California State University, Fresno, and a Master of Science Financial Planning (Taxation) from the College for Financial Planning. He is a Certified Public Accountant and has received the Personal Financial Specialist (PFS) designation awarded by the American Institute of Certified Public Accountants Specialization Accreditation Board to CPAs who have demonstrated their competency and experience in providing tax, estate and financial planning services. He is also a Registered Investment Advisor.
Bob is a member of the American Institute of CPAs' (AICPA) Personal Financial Planning Division and Tax Division. He has also been active in the California Society of Certified Public Accountants (CalCPA), where he organized served and then served as Chairman of the Sacramento Chapter CPA Estate and Financial Planning Committee and as a member of the Board of Directors of the Sacramento Chapter of Certified Public Accountants.
Bob is also involved in various civic and charitable organizations. He and his wife Nancy cofounded He is the founder and past president of Christmas in April, Sacramento Chapter, now known as Rebuilding Together Sacramento, and is a recipient of the Jefferson Award for Public Service. He is a past president of the Sacramento Theatre Company, and has served as chairman of the Ronald McDonald House Capital Campaign and as chairman of the University of California, Davis Medical School Legacy Committee and Business Outreach Committee. He has also served as a trustee of the University of California, Davis Foundation.
Michael Tate is the managing principal of the Tate Group, having taken over the role and responsibilities previously held by his father, Tate Group founder Bob Tate. Michael Tate’s foremost responsibility is to develop and maintain relationships with the families and individuals that trust the Tate Group with their financial security, while collaborating with the Tate Group’s team of financial experts to develop and implement comprehensive financial plans that are tailored to the needs of each client.
Michael received his degree in Finance, with a minor in Economics, from St. Mary’s College of California. He is a Certified Public Accountant.
His formative experience in the industry was as a Senior Consultant at Deloitte’s San Francisco office. Michael has been integral in the development of the firm’s wealth management services, allowing the Tate Group to handle any and all situations, no matter the size or complexity.
When not working, Michael enjoys leading an active lifestyle. He, his wife, and their two sons spend every free moment outdoors and in the mountains.
Michael R. Tate, CPA, PFS
Managing Principal
Mary Anne Davis, CPA, MST
Principal
Mary Anne serves the needs of clients with complex income tax matters, with special emphasis on s-corporations, LLCs and partnerships.
Donna is a Principal in the firm. Her duties include tax planning and preparing tax returns. She is also responsible for overseeing financial statement compilation and review, coordinating independent AICPA Peer Review of our firms accounting services.
Donna Palmer, CPA, MST
Principal
Norissa Juarez
Norissa is a very key member of the firm’s investment function. As the Senior Relationship Manager, Norissa works directly with clients to help ensure all their needs are met, assists in client planning and works directly with the Wealth Advisers and other support team members.
Thanh is responsible for tax preparation, investment analysis and financial planning. He is also responsible for developing and maintaining the electronic capabilities of the firm’s investment reporting and control programs.
Thanh Nguyen, CPA, MST
Tracy Louisa Yu
Tracy is responsible for preparing individual, corporate, partnership and exempt organization income tax returns.
Sadia is responsible for preparing individual, corporate, partnership and exempt organization income tax returns.
Sadia Chaudhary, CPA, CMA, MBA
Connie Bates-Jackson, EA
Connie is responsible for preparing individual, corporate, partnership and exempt organization income tax returns.
Marilyn has been with the firm for more than 40 years. Her responsibilities include various client accounting support functions that result in the preparation of financial statements.
Marilyn McCuistian
Desiree Marshall
Desiree is responsible for the management and monitoring of our investment client relationships. She works directly with our clients on a daily basis to ensure their needs are met.
Kelly Jo assists in firm administrative functions and accounting support.
Kelly Jo Silva
Kristin Adams
Kristin assists in firm administrative functions and accounting support.
WHILE OUR WORK IS COMPLICATED, OUR GOAL IS QUITE SIMPLE:
To develop a personal, sustained relationship with you, serving as your fiduciary steward, so that you can enjoy peace of mind and focus on what matters most to you.
916-929-1006 | 1545 RIVER PARK DRIVE, SUITE 375, SACRAMENTO, CA 95815, UNITED STATES
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