Guy's experience in the business planning and estate planning field is extensive. He has completed many estate plans for families with a net worth in excess of $25,000,000 working with nationally known estate planning attorneys. 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 has been featured on several CLU Tele-video Conferences. A frequent writer and speaker, Guy has spoken to advisors in more than five countries. His most recent book Market Tune-up is a recounting of lessons he learned that helped him stay Top of the Table. Other books Guy has written include "Investment Alchemy," a guide to stock market management; "Why People Buy," and "Baker's Dozen - 13 Principles for Financial Success"; each with over 20,000 in print. His best sales idea is The Box, an easily understood discussion about the fundamentals of life insurance. Over 500,000 pieces have been distributed throughout the financial services industry.
In 2006, Guy was elected Secretary of The Executive Committee of The Million Dollar Round Table the Premier Financial Services Organization with over 35,000 members. Guy is scheduled to be President in 2010. MDRT Foundation President in 2000. Advanced Association of Life Underwriters (AALU), a Washington D.C. based organization dedicated to working with Congress to formulate industry favorable legislation. National Association of Family Wealth Counselors. Pacific Life Preston Hotchkis "Distinguished Achievement Award". In 1986 Guy formed BTA Advisory Group, a multi-disciplinary organization serving the needs of wealthy families and owners of closely held businesses. Each of BTA's sister organizations are managed by an experienced professional and partner.
The services include The 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; Baker, Thomsen Associates, a compensation and benefits consulting firm; Baker Jensen Investment Advisors, a registered investment advisor. BTA Advisory Group remains primarily an insurance and financial products marketing company. Guy holds a BS/Economics in 1967 from Claremont McKenna College and an MBA/Finance in 1968 from the University of Southern California. Guy earned his Chartered Life Underwriter (CLU) in 1972 and became a Chartered Financial Consultant (ChFC) in 1981. He also holds a Master's degree in Financial Services (MSFS) and Master's in Management (MSM). In addition, Guy is a Certified Financial Planner (CFP), and a Registered Health Underwriter (RHU). Guy has earned his Certified Family Wealth Counselor designation and is a Registered Investment Advisor. Guy serves on the Board of the Mission Hospital Foundation, and is Chairman of American Family Living. Guy is an Elder at Grace Church after serving as Chairman of the Deacon Board. He is a Founding Trustee for Grace Classical Academy, a private school for families seeking a classical education. Guy served as a major gifts fund-raiser for the Orange County Center for Performing Arts and on the fund raising committee for South Coast Repertory; 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. He recently accepted an invitation to serve on the Advisory Board of the Torrey Institute at BIOLA University.
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