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. In 2023, Kaelen achieved a significant milestone in his professional journey by becoming a Certified Financial Planner (CFP). CFP® professionals take a holistic, personalized approach to bring together all the pieces of your financial life.

Get to Know Kaelen!

When you were a child, what did you want to be when you grew up?
I wanted (and still want) to be a Knight when I grew up.

What is your coffee order?
I usually like mine black with a little cream and sugar, but I also enjoy a hazelnut latte.

What animal do you think most closely matches your personality?
I love my pugs, but a gorilla might be more of a match haha.

Meet the Team

Gabe Lapito

Owner/Financial Advisor

Ryan Gomendi

Owner/Financial Advisor

Kaelen Shay

Financial Advisor/CPA

Michael Costa

Chief Investment Officer

Hope Lich

Client Relationship Associate

Jill Palmer

Director of First Impressions

Amanda Obert

Client Relationship Associate