Shay Hammontree, MBA, MS, CFP®, CLU®
Senior Financial Advisor
As a Financial Advisor, Shay helps manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Shay's mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for his clients. Shay graduated from
Texas Tech University with a Bachelor of Business Administration in Finance. He returned to Texas Tech to earn a Masters of Business Administration and a Masters of Science in Personal Financial Planning. Shay has earned the CERTIFIED FINANCIAL PLANNER™ certification by completing an approved educational program, passing a rigorous examination and meeting experience requirements. Shay decided to compliment his hard work with the CFP® by earning the respected Chartered Life Underwriter® designation. Shay is married to his high school sweetheart, Kelly, and they have three boys, Ethan, Logan, and Hudson. In his spare time, he enjoys college sports, spending time with his family, coaching his boys’ in sports, watching movies, and is a car enthusiast. Please visit our website to see which states we are registered in. California Insurance License: 4209229, Resident State TX.
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