Our Team

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Tate Felton

Financial Advisor


Having been in the industry for multiple years, and being personally coached by a team with nearly 100 years of experience combined, we have the experience needed to help walk clients through all stages of life. 

Being fully investment licensed, I take pride in putting clients' needs first. The client first approach we use has allowed me to have a very fruitful career that has led to winning multiple awards, including most 2021 Most Improved Associate, 2022 New Associate of the Year and 2023 winning my first Leader's Club. 

 I am a graduate of Iowa State University. My wife Bailey and I, reside in Ankeny Iowa with our 3 dogs, Callie, Cooper and Charlie. In my free time, I enjoy hanging out with friends and family, being active, playing basketball, volunteering at our church and watching a good Netflix series.

Simpson

Lucas Hemphill

Servicing Assistant


I was born and raised in Corydon, Iowa where I graduated from Wayne High School in 2018. I went on to attend Simpson College where I graduated with a major in Business Management with minors in Marketing and Entrepreneurship. During my time at Simpson I kept busy as a 4 years varsity golf letter winner, golf team captain, and president of CEO club. In my free time I enjoy golfing, running, riding atvs and jetskis, going to movies, and hanging out with friends. I’m currently the Servicing Assistant for Tate and Dick in Corydon and have really enjoyed the experience so far. I’m grateful for this opportunity and look forward to what the future has in store.

Office Number: 641-872-2653