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Ivy LeForbes

Director of Operations

Ivy is an experienced Director of Operations and manages the team at BTA Advisory Group. She has lived in Orange County since 2002 with her 3 beautiful children Xala, Zionjacob and Zoeilove and she loves to travel and explore new food places with family and friends.

Primary Responsibilities

As the Director of Operations, she oversees the day-to-day operations and makes sure that our customer satisfaction is a top priority. While training and supporting a high performing team in the financial wealth industry, she also supports the executive staff. In addition to her primary job functions, she has helped develop the rapidly growing business that Guy Baker and Jonathon Soucier have created.

Experience and Expertise

Ivy received her degree in Business Management with an emphasis in Organizational Leadership. She has had experience working for many big companies such as AT&T, Marriott, and BMW. Her skill set is very diverse making her a great asset to the company. Ivy looks forward to helping grow and develop the company that Guy Baker and Jonathon Soucier are continuing to cultivate.


Bachelor’s in business management with an emphasis in Organizational Leadership

National University, San Diego, CA Associates Degree in Child Development Cuyamaca/Grossmont College, San Diego, CA