Financial Planning Month is celebrated every year in October. It is designed to raise awareness about the importance of creating a comprehensive financial plan. Launched by financial professionals globally, this initiative aims to encourage individuals to pay [...]
Liquidity, in financial terms, refers to the ease with which an asset can be converted into cash without affecting its market price. More liquid assets, such as savings accounts or money market funds, can be quickly sold [...]
Understanding taxation is a crucial aspect of personal and business financial management. Two common approaches to optimizing one’s tax situation are short-term and long-term tax planning. The fundamental distinction between these two methods lies in the time [...]
As the average lifespan continues to extend, longevity planning for retirement has become increasingly vital. This planning requires a strategic approach to work toward a comfortable and financially independent retirement. Here are the five keys to longevity [...]
As the average lifespan continues to extend, longevity planning for retirement has become increasingly vital. This planning requires a strategic approach to work toward a comfortable and financially independent retirement. Here are the five keys to longevity [...]
Inflation is an important financial factor that we all must contend with when planning for retirement. While inflation might seem like an abstract concept, it can have a real and tangible impact on one’s retirement savings. This [...]
Inflation is an occasional economic event, but when unmanaged, it poses significant threats to the economy. It dilutes the purchasing power of money, leading to a decline in the standard of living, among other detrimental effects. [...]
Understanding the fundamentals of taxation, specifically income tax and capital gains tax, is crucial in financial planning. These taxation methods differ significantly in their characterization, calculation, and impact on investment returns. Here, we explain each to help [...]
National Financial Awareness Day is an annual initiative, typically held in August, that educates the general public about investing. This event encourages individuals to understand the importance of investing, learn about the processes involved, and ultimately work [...]
Target date funds (TDFs), also known as lifecycle or age-based funds, are mutual funds that automatically adjust their asset allocation over time, becoming more conservative as the investor’s selected retirement date approaches. The underlying principle of TDFs [...]
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.
Education
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
Administrator
Kennedy is an integral part of the WTA onboarding and service team for new and existing clients. She is charged with tracking client files and responding to client requests. She reports to Todd Baker, the Chief Operations Officer, and is responsible for client satisfaction, answering questions and responding to specific requests. Kennedy began working as a volunteer for the Boys and Girls club while in high school. Demonstrating outstanding leadership, she was offered a paid position while still attending high school. Kennedy married soon after graduating high school, but continued her desire to make a difference by obtaining her cosmetology degree, an arduous three year program. During this time, she took time off to start her family, but continued her education. She soon learned the inner workings of a salon and quickly decided this was not the best career path for her to pursue. In 2018, she was offered a position with Wealth Teams. Her early years were spent focused on organizing client’s secure folders in compliance with SEC guidelines, and updating all of the compliance documents to conform to changing regulations. Her dedication and attention to details allowed her to advance and take on new responsibilities. She is now an important part of the WTA onboarding team and works closely with advisors and clients to make certain their accounts are accurate and are invested according to their investment policy statement. Kennedy and her husband Collen live in Athens, Tennessee and have 4 children.
Chief Operations Officer
After High School, Todd finished a degree in graphic design before moving to Knoxville, TN in 2001. He soon started working for a large sign company by working in their graphic design department. The company soon recognized his leadership skills and ability to manage complexity. He was promoted to shop manager where he oversaw all phases of construction and installation. Due to family circumstances, the owner was forced to close operations. Todd was offered the opportunity to purchase a couple of ongoing projects for several large accounts which he then parlayed into his own sign company. Todd then grew this company and expanded the client base until the financial crash in 2008 dramatically impacted funding for existing projects. As a result, he was forced to close the business and seek employment with another sign company. Again, within a short period, he was promoted to floor manager, overseeing the design and construction of signs. After several years with this new company Todd realized he had reached the ceiling for growth and opportunity. He decided to change his career path. In 2018, Todd joined WTA as project manager, handling onboarding and client service. He restructured the database to conform with SEC guidelines. He also rewrote the multitude of forms required to conform to the regulator rules. He has since been promoted to Chief Operations Officer, investment management, focusing on client care and reviewing the daily supervision of client accounts, including distributions, onboarding and administration. Todd now lives in Athens, Tennessee. He has six children and eight grandchildren.
For a complimentary copy of complete the form below.
For a complimentary copy of Maximizing Social Security: What You Need to Know to Get the Most Out of Your Benefit, complete the form below.
To receive a complimentary copy of Stress-Free Retirement, complete the form below.
For a complimentary copy of 6 Real Financial Risks You Could Face in Retirement, complete the form below.
For a complimentary copy of Maximizing Social Security: What You Need to Know to Get the Most Out of Your Benefit, complete the form below.
For a complimentary, no-obligation Retirement Review, complete the form below.
Chief Compliance Officer, Corporate Counsel, Project Manager Wealth Coach
Gary Million is an estate planning attorney who helps clients transfer ownership, management, and control of their assets to heirs at the right time and in the most prudent way. His process minimizes taxes and probate expenses.
Since earning his law degree in 1994, Gary has developed a broad understanding of issues that arise when implementing estate plans. He is experienced with corporate formations, executive benefit programs, and other issues related to integrating estate and business planning and the transfer of business interests.
Gary has acquired significant experience with zero-tax planning techniques by developing numerous charitable giving programs for clients. He can draft a wide array of charitable trusts to help clients enhance gifts to family and generate a secure retirement income while redirecting tax money to favorite charities.
Gary supplements estate plans with income-tax and risk-management strategies, many of which involve advanced life insurance design. Drawing on broad experience gained from coordinating case implementation for one of the top insurance agents in the world, he understands how to integrate insurance and legal design techniques.
Founder, MSM, CFP, CLU and ChFC (& Jason’s mentor)
Guy is a life insurance and wealth consultant with over fifty years of experience. As a frequent writer and speaker, he has addressed advisors in more than thirty countries, appeared on numerous talk shows and tele-video conferences, and spoken several times from the Main Platform of the Million Dollar Round Table (MDRT). He has lectured at various estate planning council meetings, spoken at several CLU institutes, and was featured at six CLU conferences.
His most recent book, The Great Wealth Erosion, details the four factors investors need to manage to improve their portfolio performance. Other books written by Guy include Manage Markets, Not Stocks and Investment Alchemy, which are both guides to understanding Modern Portfolio Theory. He also wrote Market Tune-Up, Why People Buy, Baker’s Dozen – 13 Principles for Financial Success, and Maximize the RedZone, a guide for business owners. His bestselling booklet is The Box, an easily understood guide to the mathematics of life insurance.
Administrator / Chief Birddog
President, Founder, & Man of Action
The eldest of 8 children and son to a pastor, Jason learned the value of money early on when as a 10-year-old Jason watched his family fight through a bankruptcy. That instilled in him the drive to learn how to steward, grow and protect finances for families and the businesses they run. At 11 years old, Jason created a portfolio for himself that soon began to produce and make him money! Three decades later, Jason’s focus on integrity and fresh comprehensive solutions continues to bring more value to his clients.
Over Jason’s career, he has been honored to speak on 5 continents, coaching Fortune 100 companies to breakthroughs.
Jason is a partner with Wealth Teams Alliance, and collaborates with elite industry leaders to bring solutions and access to institutional investments, not available to general investors. He uses strategies of wealth creation and preservation to tailor comprehensive plans for each client, both personal and for their businesses.
Jason coaches using:
Jason’s approach helps ensure that his clients are educated and prepared, greatly reducing the stress and anxiety that many Americans have regarding their financial wellbeing.
Jason has been married to his beautiful bride, Tausha, since 2000 and they call Texas home. They are blessed with seven children and on the weekends, they can be found watching their children’s activities, making music, attending live theatre, playing games and racing his Porsche.
To receive a complimentary copy of Tax-Free Retirement, complete the form below.
$$
$$
