About Legacy Tax Consultants

Legacy Tax Consultants is a nationally recognized, Forbes-ranked financial planning firm with over a century of combined expertise. Our team is composed of highly credentialed professionals, including PhDs, CPAs, CFPs, JDs, LLMs, and other distinguished designations such as CHFC, CLU, CEPA, and Masters-level specialists. We provide comprehensive, client-centered planning across a broad spectrum of services, including tax strategy, estate planning, investment management, insurance, individual and business planning, entity structuring, corporate benefits, and more. Our firm is committed to delivering exceptional results through deep experience and strategic insight.

Meet The Team

Guy Baker CFP®, CLU®, MSM, MBA, MSFS

Guy Baker

Founder, CFP®, ChFC®

About Guy

Guy Baker is a globally recognized financial strategist with over 45 years of experience, founder of multiple advisory firms, bestselling author, and former President of MDRT—known for guiding ultra-high-net-worth families with advanced estate, retirement, and tax planning strategies.

Credentials & Expertise

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Jonathon Soucier ChFC, CEPA, CLU

Jonathon Soucier

ChFC®, CEPA®, CLU®
Financial Advisor & Advanced Case Specialist

About Jonathon

Jonathon Soucier is a seasoned financial strategist who has built, scaled, and advised top financial firms nationwide—now serving as Senior Partner and CMO to Legacy Tax Consultants, where he leads advanced tax and financial planning for high-net-worth clients and business owners.

Credentials & Expertise

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Mark Ziebold J.D., LL.M., CAP, CWPP

Mark Ziebold

J.D., LL.M., CAP, CWPP

About Mark

Mark Ziebold is a nationally recognized estate and tax attorney, founder of Ziebold Law Group, and one of the few lawyers holding both an LL.M. in Taxation and Certified Specialist credentials—known for delivering elite, personalized planning to clients across the Country.

Credentials & Expertise

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