G. Tate Groome, CFP®, CLU®, AEP
Insurance Advisor. Author. Speaker.
Life Insurance Expert, Author, and Speaker, G. Tate Groome is the founder and driving force behind LifeTrust3D™ and the motivation and heart behind his book ...the Best Policy.
A Certified Financial Planner®, Chartered Life Underwriter® professional, and Advanced Estate Planning designee, Tate advises and consults National, Regional, and Community banks across the United States. He earned his degree from UNC Chapel Hill and has over a decade of experience in providing trusted life insurance solutions to individuals, business owners, and trustees. He earned the distinguished “40 under 40 Award” in Asheville, NC by The Biltmore Beacon, was named by LifeHealthPro as one of the “Top 20 Most Creative People in Insurance” for 2015 and was a recipient of the North Carolina Volunteer Award, chosen by the governor of North Carolina.
Previous Speaking Engagements Include:
- Top of the Table in Scottsdale, AZ
- ValMark School of Life: Main Platform in Orlando, FL
- ValMark Policy Management in Orlando, FL
- Trust Advisors Forum in Pinehurst, NC
- Trust Management Network in Dallas, TX
- Santa Barbara Estate Planning Council in California
- Texas Bankers Association in Dallas, TX
- Land of the Sky Estate Planning Council in Asheville, NC
Prior to forming LifeTrust3D™, Tate taught elementary education and coached basketball for at-risk youth. He then began working in his family business, Colton Groome & Company where he is a Co-CEO with his brother Matt Groome, as well as the Managing Principal of LifeTrust3D. Tate serves on several boards including the YMCA of Western North Carolina, ABTech Community Foundation, South Buncombe Youth Basketball and Skyland United Methodist Church. He and his wife Anna reside in Asheville, NC and are blessed with three wonderful children, Davis, Lillian and Evan.