Shay joined Advisors Management Group in June 2020, bringing a strong background in operational analysis. In his previous roles, he specialized in continuous improvement—modernizing workflows to ensure they remained efficient, scalable, and precise. Shay was ultimately drawn to the firm by the team’s servant-leadership approach, finding that their dedication to client success perfectly mirrored his own professional values.

As an Investment Advisor Representative, Shay’s primary focus is people, not just the bottom line. While he recognizes that money is a necessary tool, his true passion lies in helping clients maximize their resources to reclaim their most valuable asset: time. By helping clients navigate the balance between enjoying their current lifestyle and securing their future, he empowers them to pursue the interests they love.

He is a firm believer in personalized financial education, ensuring every client understands the unique options available to their specific situation. As Director of Trading and Investment Advisor Representative Shay works side by side with the advisory team to allocate client portfolios and oversee the execution of trades with precision and purpose.

Outside of work, Shay is likely active outdoors or at a sporting event cheering on his children. A dedicated Wisconsin sports fan, he can often be found cheering on the Badgers, Brewers, Bucks, and Packers.