About Us

WE ARE HERE TO HELP YOU SUCCEED

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

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Jason Black

Wealth Coach, IRA

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Tim Latimer

Financial Advisor, IRA

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Laura Panichi

Financial Professional & Client Relations Manager

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Gary Million

Estate planning attorney

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Josh Oronce

Financial Advisor & Support Specialist

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Tony Ronan

Real Estate Specialist

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Jevon Thomas

Director of Retirement Plans

LIZ ANNE-ALLEN

Senior Consultant

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STEPHEN ANTIC

Director

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ELLEN BAKER

Registered Representative

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Todd Baker

Investment Project Manager

Ryan Wert

Premium Financing Specialist

Support Team

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Jeff Oberholtzer

Senior Insurance Illustrator

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Ivy Glover

Director of Operations

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Robin Brockmeyer

Director of Underwriting

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Maxwell Baker

Policy Design & Analyst

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Amy Baker

Policy Services Manager

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Alaysha Green

Policy Design & Analyst

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Sunny Jin

ADMISTRATIVE ASSISTANT

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Salik Rehman

IT Specialist

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Kennedy Lorraine Roe

Onboarding and Service Specialist

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Andrya Noel Clark

Onboarding and Service Specialist

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Alaysha Green

Support Team