Team – Legacy Tax Consultants

Elite Tax Strategists

Meet The Team

Guy Baker

Founder, CFP®, ChFC®

About Guy Baker

Guy Baker brings over 45 years of distinguished experience to the financial services industry. A lifelong learner and industry leader, Guy is currently completing his PhD in Retirement and Financial Services at The American College, with a focus on advanced retirement income planning strategies.

Throughout his career, Guy has been deeply involved in complex investment and estate planning for high-net-worth families, including those with estates exceeding $25 million. He has collaborated with nationally recognized estate attorneys and helped found the National Association of Family Wealth Counselors. He also served as a founding board member of The Stewardship Alliance—a professional group devoted to helping affluent Christian donors plan their legacies.

Guy is a respected voice in the financial community, having lectured at numerous estate planning councils and spoken at global industry events in over 40 countries. He is the author of several highly regarded financial books, including The Great Wealth Erosion, Investment Alchemy, Baker’s Dozen, and the best-selling The Box, which has seen over 500,000 copies distributed throughout the financial services industry

Leadership & Professional Recognition

Guy served as President of the Million Dollar Round Table (MDRT) in 2010 and led the MDRT Foundation as President in 2000. He was elected Secretary of the MDRT Executive Committee in 2006. He is an active member of the Advanced Association of Life Underwriters (AALU) and the National Association of Family Wealth Counselors. His contributions have earned him prestigious accolades, including the Pacific Life Preston Hotchkis Distinguished Achievement Award.

Business Ventures

In 1986, Guy founded BTA Advisory Group as part of a broader network of firms serving affluent families and closely held business owners. These include:

Each of these organizations is led by seasoned partners and serves a distinct need within BTA’s comprehensive wealth strategy model.

Education & Designations

Guy holds a B.S. in Economics from Claremont McKenna College and an MBA in Finance from the University of Southern California. He has earned multiple advanced credentials, including:

Community Leadership

A committed philanthropist and community leader, Guy has served on numerous nonprofit boards, including the Mission Hospital Foundation and Orange County Teen Challenge. He is Chairman of American Family Living, a founding trustee of Grace Classical Academy, and a long-standing elder at Grace Church. He is also a board member at the YMCA of South Coast, the Claremont McKenna Alumni Association, and currently serves on the Board of Trustees at Claremont McKenna College. Additionally, he advises the Torrey Institute at Biola University.

Jonathon Soucier

ChFC®, CEPA®, CLU®

Financial Advisor & Advanced Case Specialist

About Jonathon Soucier

Jonathon Soucier began his career in the financial services industry in 2008 after earning a Bachelor’s degree in Finance from the University of California, Riverside. Demonstrating a strong entrepreneurial drive early on, Jonathon launched his own firm, DaVinci Financial, in 2012. Committed to remaining independent from any single financial institution, he built the company on a foundation of innovation, scalability, and efficiency. During his tenure at DaVinci, Jonathon created and implemented several forward-thinking marketing strategies that drove rapid growth. He developed an automated recruiting platform covering 20 states, integrated an outbound telemarketing system to generate sales opportunities, and built an electronic back office to streamline operations and case management. Notably, DaVinci was one of the first firms in the country to adopt DocuSign for processing new business—demonstrating Jonathon’s commitment to modernization and client convenience. He successfully sold his interest in the firm in 2015.

In 2016, Jonathon was recruited as an advanced planning specialist by one of the largest life insurance marketing organizations in the nation. In this role, he worked closely with top-tier advisors, providing sophisticated tax mitigation, investment, and financial strategies tailored for high-net-worth families and business owners. During this time, he deepened his understanding of investment theory, including the application of the Efficient Frontier, and played a key role in enhancing the firm’s advisor support and organizational growth.

Building on this momentum, Jonathon later served as a business consultant for another prominent marketing firm, where he expanded their capabilities by integrating advanced planning services into their core offerings—elevating both client value and firm performance.

In 2020, through an introduction facilitated by Pacific Life, Jonathon connected with Dr. Guy Baker. This relationship led to his current role as Senior Partner and Chief Marketing Officer for both BMI Consulting and Wealth Teams Alliance. Jonathon’s strategic insight, innovative marketing acumen, and deep expertise in tax and financial planning have become integral to the value proposition of both organizations. His leadership has introduced advanced tax management solutions that continue to enhance the planning capabilities offered to clients and business owners across the country.

Mark Ziebold

Founder | Ziebold Law Group

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

Certified Specialist – Estate Planning, Trust, and Probate Law (CA State Bar)

About Mark Ziebold

Mark Ziebold is the founder of Ziebold Law Group, a boutique law firm dedicated to delivering highly personalized and sophisticated planning solutions tailored to each client’s unique needs. Driven by a commitment to excellence and service, Mark established the firm with the goal of providing a level of care, attention, and expertise rarely encountered in traditional legal engagements.

Before founding Ziebold Law Group, Mark gained invaluable experience working at a mid-sized law firm as well as two specialized estate planning practices. His academic foundation includes a B.A. in Economics from Baylor University and a Juris Doctor (J.D.) from Chapman University School of Law. In pursuit of advanced specialization, he earned his Master of Laws (LL.M.) in Taxation—an achievement held by a small percentage of attorneys in practice today.

Mark is admitted to the bar in California, Nevada, and Arizona, enabling him to serve clients across multiple jurisdictions. He also holds the Certified Asset Protection Planner (CAPP) and Certified Wealth Preservation Planner (CWPP) designations from the Wealth Preservation Institute.

In 2010, he earned the prestigious title of Certified Specialist in Estate Planning, Trust, and Probate Law from the State Bar of California Board of Legal Specialization, and he is preparing to sit for the Taxation Specialization Examination.

In addition to his legal practice, Mark is a respected speaker and educator, frequently presenting at attorney and CPA continuing education events, as well as for private companies and financial groups. His speaking engagements have included the National Business Institute, Goldmark Financial Services, the Asset Protection Society (Orange County Chapter), and the Tax and Financial Group. He has also been featured as an expert guest on KCAA Radio’s Robert Larsen Show.

Outside the office, Mark resides in Lake Forest, California with his wife Rachael and their two sons. He is actively involved in charitable work, regularly contributing pro bono services to nonprofit organizations throughout Orange County and across the U.S. He also serves faithfully in his local church community.

Additional details and client testimonials can be found on his professional profiles on Avvo and LinkedIn.