Tyson Tate

Wealth Advisor Associate at EP Wealth Advisors

Tyson Tate is a Wealth Advisor Associate at EP Wealth Advisors since June 2023, previously serving as a Life Insurance Agent at Allegis Advisor Group from November 2020 to June 2023, where responsibilities included identifying suitable insurance levels and products for clients. Additionally, Tyson worked as a Marketing Team Member at Costco Wholesale between June 2020 and June 2023, collaborating with the marketing team to promote sales and membership upgrades. Tyson holds a Bachelor's degree in Personal Financial Planning from Utah Valley University, earned in December 2022.

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