Stanley and Guy co-founded BMI Consulting, LLC in 1993. Both serve as Managing Directors and oversee the technical implementation and marketing of the succession plans. Guy actively works with the professional community to market and explain the concepts and determine the best strategy for the client. Stan concentrates on the backroom design and implementation process.

Stan is a Life and Qualifying member of the Million Dollar Round Table (MDRT) since 1977. He is also a consistent member of the Top of the Table (made up of the top 5% of all MDRT members worldwide). Stan has spoken extensively in the industry. He is a nationally known speaker and author of several articles detailing the uses and benefits of insurance as a funding vehicle.

In 1995 Stan started Insurance Marketing Systems, Inc., a software development company specializing in programs that model insurance products and concepts. This allow Stan to advance his extensive background in the accounting and legal structuring and application of specialty and customized insurance products. As a nationally recognized expert, Stan’s services and problem solving skills are often sought after by professionals and peers throughout the financial services industry.

Guy is a life member of the Top of the Table, with over 26 qualifications. He has written several books and spoken to numerous industry organizations. Guy started in the financial services field in 1966 after graduating from Claremont McKenna College. He holds an MBA in Finance from the University of Southern California. He is also a Certified Financial Planner and holds a Masters in Financial Services.

Guy started BTA Advisory Group in 1977 and services compensation and benefit plans for over 100 privately held corporations. As a veteran analyst and business planner, Guy is well known for his ability to simplify complex tax and financial strategies; thus, insuring a level of comfort and confidence for the concerned business owner or officer.