About Us
Who We Are
Award-winning Forbes ranked financial planning firm with over 100 years of combined experience consisting of heavily credentialed advisors with PHD, Masters, SD, LLM , CPA, CFP, CHFC, CLU, CEPA. BTA Advisory Group specializes in comprehensive planning with industry-leading experts in tax, estate planning, investment management, insurance, individual planning, entity structuring, corporate benefits and much more.
Meet The Team
Dr. Guy E. Baker
CFP, CLU, MSM, MBA, MSFS
Founder, Managing Director
Jonathon Soucier
ChFC, CEPA, CLU, Partner Advance Planning Senior Advisor
Mark Ziebold
B.A, J.D, LL.M. Partner, Certified Wealth Preservation Planner
Advisors
Jason Black
Wealth Coach, IRA
Tim Latimer
Financial Advisor, IRA
Laura Panichi
Financial Professional & Client Relations Manager
Gary Million
Estate planning attorney
Josh Oronce
Financial Advisor & Support Specialist
Tony Ronan
Real Estate Specialist
Jevon Thomas
Director of Retirement Plans
Liz Anne Allen
Senior Consultant
Stephen Antic
Director
Ellen Baker
Registered Representative
Todd Baker
Investment Project Manager
Aaron Harwood
Financial Advisor,
IAR
Keith Conley
CFP, CKA
Aaron Harwood
Financial Advisor,
IAR
Aaron Harwood
Financial Advisor,
IAR
Support Team
Jeff Oberholtzer
Senior Insurance Illustrator
Ivy LeForbes
Director of Operations
Robin Brockmeyer
Director of Underwriting
Maxwell Baker CFA
Investment and Life Insurance Analyst
Amy Baker
Policy Services Manager
Alaysha Green
Policy Design & Analyst
Salik Rehman
IT Specialist
Sunny Jin
Financial analyst
Kennedy Lorraine Roe
Onboarding and Service Specialist
Andrya Noel Clark
Onboarding and Service Specialist
Sunny Jin
Financial analyst
Kennedy Lorraine Roe
Onboarding and Service Specialist