We are excited to announce that we’ve added a new team member, Kaelen Shay!

A Few Words from Kaelen

While I was born in Gillette, I’ve lived in Billings most of my life and it’s home for me. I attended Senior High where I played football and ran track. I have always had an interest in the world of business which was one of the factors that lead me to attend MSUB to pursue my BS in accounting and eventually my CPA, which I am currently accumulating hours to be officially licensed. I also ran track for MSUB. Working with individuals on a very personal and intricate level is what has drawn me to this particular line of work. Taking a client’s idea and dream (retirement), help them grow into it, and in many cases, see them pass that gift on to other people in their lives is an incredible honor.

I love living in Montana. We experience both rural and urban aspects that are melded together with freedoms and ethics we share and value over many different areas. Billings has given me some incredible people to learn from and work with. I am involved with Harvest Church here in our community and enjoy building relationships.

Random interesting facts about me: I lived in England for a semester studying and traveling which has had a tremendous impact on me. I enjoy reading, skiing, photography, staying active in the gym and living life with my two Pugs, Gus and Boo.