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About Us

BTA Advisory Group

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

Dr. Guy E. Baker

CFP,  CLU, MSM, MBA, MSFS
Founder,  Managing Director

Jonathon Soucier

Jonathon Soucier

ChFC, CEPA, CLU, Partner Advance Planning Senior Advisor

Mark Ziebold

Mark Ziebold

B.A,  J.D, LL.M.  Partner,  Certified Wealth Preservation Planner

Meet The Team

Advisors

Jason Black

Jason Black

Wealth Coach, IRA

Tim Latimer

Tim Latimer

Financial Advisor, IRA

Laura Panichi

Laura Panichi

Financial Professional & Client Relations Manager

Gary Million

Gary Million

Estate planning attorney

Josh Oronce

Josh Oronce

Financial Advisor & Support Specialist

Tony Ronan

Tony Ronan

Real Estate Specialist

Jevon Thomas

Jevon Thomas

Director of Retirement Plans

Liz Anne Allen

Liz Anne Allen

Senior Consultant

Stephen Antic

Stephen Antic

Director

Ellen Baker

Ellen Baker

Registered Representative

Todd Baker

Todd Baker

Investment Project Manager

Aaron Harwood

Aaron Harwood

Financial Advisor,

IAR

Meet The Team

Support Team

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Jeff Oberholtzer

Senior Insurance Illustrator

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Ivy LeForbes

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

Financial analyst

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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