Bruce Shay - Mutual of Omaha

Bruce Shay is a seasoned financial advisor with over 23 years of experience in risk and financial services, specializing in insurance-based financial strategies that focus on health protection, wealth protection, and wealth accumulation. His holistic and solution-oriented approach ensures that clients receive personalized guidance tailored to their specific goals, fostering open dialogue and trust.

At Mutual of Omaha, Bruce Shay offers strategic planning and implementation services, including estate and tax planning, to help clients achieve their financial objectives. He emphasizes the importance of understanding each client's unique financial history and goals, utilizing state-of-the-art software to create comprehensive financial analyses and tailored recommendations.