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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 panning 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

Jonathan Soucier

ChFC, CEPA, CLU
Partner
Advance Planning Senior Advisor

Mark Ziebold

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

Advisors

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Jason Black

Wealth Coach, IRA

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Tim Latimer

Financial Advisor, IRA

Laura Panichi
Laura Panichi

Financial Professional & Client Relations Manager

David Fisher
David Fisher

Financial Advisor

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Gary Million

Support Team

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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

Ryan Wert

Premium Financing Specialist

Todd Baker
Todd Baker

Investment Project Manager

STEPHEN ANTIC

Director

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

Sunny Jin
Sunny Jin

ADMISTRATIVE ASSISTANT

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Salik Rehman

IT Specialist

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Nicole Fisher

Administrative Assistant

Kennedy Lorraine Roe
Kennedy Lorraine Roe

Support Team

Andrya Noel Clark
Andrya Noel Clark

Youth Development Professional

Alaysha Green
Alaysha Green

Support Team