With over 30 years of proven retirement planning experience, our sound professional advice and ongoing monitoring of your portfolio's performance will keep you on the right path towards a healthy financial future.
Green Fairways Financial has a multigenerational team of three financial advisors and support staff dedicated to providing personal service and professional Integrity.

JAMES "JIM" TATE, SR. CFP®

Managing Principal
Senior PIM Portfolio Manager
941-218-4010
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KELLEY TATE

Financial Advisor
Business Manager
941-218-4010
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JAMES "JAKE" TATE, JR.

Financial Advisor
941-218-4010
 
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CRYSTAL JONES

Operations Manager
Registered Associate
941-218-4010
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ALEX TATE

Client Service Associate
941-218-4010
 
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