Kaelen Shay

Financial Advisor, CPA


Wyoming born and Montana raised, Billings is the place Kaelen calls home. Always fascinated with the world of business, Kaelen attended MSUB where he completed his bachelors of accounting and competed as a collegiate sprinter. For Kaelen, working with individuals on a very personal and intricate level is what drew him to financial planning. He considers it an incredible honor to help each client usher in their idea of retirement and in many cases see them pass that gift on to others.