About Us
Guiding You Today.
Securing Your Tomorrow.
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
Experienced Professionals & Trusted Advisors
Jason Black
Wealth Coach, IRA
Tim Latimer
Financial Advisor, IRA
Laura Panichi
Financial Professional & CRM
Gary Million
Estate planning attorney
Josh Oronce
Financial Advisor & Support Specialist
Tony Ronan
Real Estate Specialist
Jevon Thomas
Director of Retirement Plans
Ellen Baker
Registered Representative
Todd Baker
Investment Project Manager
Stephen Antic
Director
Aaron Harwood
Financial Advisor, IAR
Liz Anne Allen
Senior Consultant
Keith Conley
CFP, CKA
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
Sunny Jin
Financial analyst
Salik Rehman
IT specialist
Kennedy Lorraine Roe
Onboarding and Service Specialist
Andrya Noel Clark
Onboarding and Service Specialist
Amy Baker
Policy Services Manager
Why choose BTA Advisory Group
Client First
Expert Guidance
Tailored Solutions
Integrity & Trust
Proven Results
Lets Build Your Financial Future Together
Schedule a consultation and take the first step towards financial freedom.