Company details
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.
Presenters
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Jonathon Soucier
- Financial Advisor & Advanced Case Specialist
- BTA Advisory Group
Jonathon started his career in the financial services industry shortly after graduating from University of California, Riverside with a BA in Finance, in 2008. Recognizing the need to be independent of any one financial services provider, Jonathon started his own company, DaVinci Financial in 2012. Before selling his interest in 2015, Jonathon developed several profitable and innovative marketing strategies to grow the firm. He built an automated recruiting system for the marketing team that covered 20 states. He augmented this system with an automated telemarketing process to create business opportunities for his sales team and then added an innovative electronic back office to administer and process business. DaVinci was one of the fir... Read more
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Mark Ziebold
- Asset Protection Planner, Certified Wealth Preservation Planner
- BTA Advisory Group
Mark Ziebold formed the Ziebold Law Group to offer personalized planning solutions which are unique to the needs of the client and to offer a level of service that most clients have not experienced in their prior legal engagements. Prior to starting Ziebold Law Group, Mark had experience working at a mid-size law firm and two boutique estate planning firms. Mark holds a B.A. in Economics from Baylor University and a J.D. from Chapman University School of Law. Not satisfied with the minimum legal education, he then also obtained his legal masters in taxation (LL.M.) degree from Chapman University School of Law. Very few practicing attorneys hold this level of specialized education. In order to best serve his clients, Mark has passed bar e... Read more