[divider_title title=”Wealth Counseling” heading=h3]
Guy is an experienced business and estate planner with over forty years of consulting experience. He designs efficient estate tax plans for wealthy families. Also a business succession and investment specialist, Guy helped found the National Association of Family Wealth Counselors and was a founding Board Member in The Stewardship Alliance – a group of professionals dedicated to providing legacy and wealth planning to high net worth donors to Christian ministries. He completed The Professional Mentoring Program in 1999 and has lectured at various estate planning council meetings, spoken at several CLU Institutes and was featured on six CLU Tele-video Conferences. Guy was named by Worth Magazine as one of the Nation’s top 250 planners.
A frequent writer and speaker, Guy has spoken to advisors in more than five countries. His most recent book “Market Tune-up” recounts the lessons learned that have helped him remain one of the top 30 planners internationally according to the Million Dollar Round Table. Other books Guy has written include “Investment Alchemy” a guide to modern portfolio theory; “Why People Buy”, and “Baker’s Dozen – 13 Principles for Financial Success”, each with over 20,000 in print. His best selling article is the “The Box”, an easy to understand discussion about the fundamentals of life insurance, having distributed over 750,000 pieces throughout the financial services industry.
[divider_title title=”Professional Affiliations” heading=h3]
In 2006, Guy was elected to the Executive Committee of The Million Dollar Round Table – the Premier Financial Services Organization with over 35,000 members. and in 2010 served as President. Guy served as MDRT Foundation President in 2000. Guy is a Board Member of the Advanced Association of Life Underwriters (AALU), a Washington D.C. based organization dedicated to working with Congress to formulate industry favorable legislation. Guy is a member of the National Association of Family Wealth Counselors, and he was awarded Pacific Life Preston Hotchkis “Distinguished Achievement Award.” He was also selected by Worth Magazine as one of their 250 nationally ranked advisors.
[divider_title title=”Professional Experience” heading=h3]
Guy is Managing Director BTA Advisory Group, a multi-disciplinary organization serving the needs of wealthy families and owners of closely held businesses. Each of BTA’s organizations is managed by an experienced professional and partner. Guy is also a part of Stewardship Advisors, an estate and legacy planning consulting firm, BMI Consulting, a national management consulting firm specializing in the succession and compensation issues and problems facing closely-held businesses, Founder of Baker, Thomsen Associates, a compensation and benefits consulting firm sold in 2009, and a partner in Baker Jensen Investment Advisors, a registered investment advisor.
[divider_title title=”Education” heading=h3]
Guy holds a BS/Economics in 1967 from Claremont McKenna College and an MBA/Finance in 1968 from the University of Southern California. He also holds a Master’s degree in Financial Services (MSFS) and Master’s in Management (MSM). In addition, Guy earned his Chartered Life Underwriter (CLU) in 1972 and became a Chartered Financial Consultant (ChFC) in 1981. He is a Certified Financial Planner (CFP), and a Registered Health Underwriter (RHU). He has also earned his Certified Family Wealth Counselor designation and is a Registered Investment Advisor.
[divider_title title=”Community Service” heading=h3]
Guy serves as Chairman of the Board of American Family Living. He is an Elder at Grace Church after serving as Chairman of the Deacon Board. He is also a Founding Trustee for Grace Classical Academy, a k-8 private school for families seeking a classical education. In addition, he serves on Advisory Board of the Torrey Institute at Biola University.
Guy has served as a Board member of Mission Hospital Foundation, as a major gifts fund-raiser for the Orange County Performing Arts and on the fund raising committee for South Coast Repertory; as an Advisory Board member for the South Coast YMCA, a Board member of Orange County Teen Challenge. Guy is a past President of the Claremont McKenna Alumni Association and a member of CMC’s Board of Trustees.