Dr. Guy E. Baker

mountford picture(4)

Stanley Mountford

Stanley Mountford and Dr. Guy Baker

Stan and Guy co-founded BMI Consulting, LLC in 1993. Both serve as Managing Directors. Guy oversees the marketing and administration services while Stan focuses on the technical aspects of the strategies and compensation/ succession plans for closely held businesses. In 2005, they reinstituted Capital Split Dollar (CSD) – a tax efficient compensation plan for closely held business owners and their key employees. Guy actively works with industry advisors to market and educate them on the intracies of CSD concepts. He helps them identify quality prospects and determine the best strategy for their clients. Stan concentrates on the technical tax aspects and oversees the backroom design and implementation process. Stan has been a Life and Qualifying member of the Million Dollar Round Table (MDRT) since 1977, qualifying consistently for Top of the Table (made up of the top 5% of all MDRT members worldwide). Stan has spoken extensively in the industry and is a nationally known speaker. He has authored several technical articles detailing the uses and benefits of insurance as a funding vehicle for buysell agreements and deferred compensation plans. In 1995 Stan started Insurance Marketing Systems, Inc., a software development company specializing in programs that model insurance products and concepts. This allowed 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 and qualifying member of the Top of the Table, with over 45 qualifications. A sought after speaker, he has written numerous books and spoken to thousands of advisors around the world. Guy started in the financial services field after graduating from Claremont McKenna College. He holds an MBA in Finance from the University of Southern California and Ph.D. from the American College. He is also a Certified Financial Planner and holds a Masters in Financial Services and a Masters in Leadership. Guy is recognized as one the most distinguished advisors in the industry, having been selected as the 77th recipient of the prestigious John Newton Russell award. He has also been acknowledged by Forbes as one of the top 250 Financial Security Advisors in the US. He started BTA Advisory Group in 1977 and services compensation and benefit plans for over 200 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 concerned businessowners or officers.

Dr. Guy E. Baker

WEALTH COUNSELING . A certified wealth and business coach, Guy has extensive experience helping business owners with financial planning, investments, and life insurance. Guy has been featured on numerous talk shows, including speaking on the national and international stage. He was selected as the 78th recipient of the John Newton Russell Award, the Life Achievement award for the Financial Industry and as the 50th recipient of the California Norman G. Levine Life Service Award. He was also named by Forbes Magazine as USA’s top 250 Financial Security Advisors and by Worth Magazine, as one of the USA’s top 250 planners. Guy has lectured for various estate planning council meetings, spoken at CLU Institutes and was featured on six CLU Tele-Conferences. A frequent writer, Internet TV guest, a speaker and quoted by many national media sources. In addition, Guy has lectured internationally, in more than 40 countries. A prolific writer, his most recent book “Simple Retirement Math” follows “The Great Wealth Erosion” which details four factors investors must manage to improve portfolio performance. Other books include “Manage Markets, Not Stocks” and “Investment Alchemy” both are guides to understanding modern portfolio theory. He also wrote “Market Tune-up”, “Why People Buy”, and “Baker’s Dozen – 13 Principles for Financial Success”, each with over 50,000 in print. His bestselling booklet “The Box”, is an easily understood guide to the mathematics of life insurance. He also wrote Maximize the Red Zone, a guide for business owners.

PROFESSIONAL AWARDS AND HONORS. Guy served as the 84th President of The Million Dollar Round Table – an association with over 100,000 members in 70 countries.  President MDRT Foundation.  Past Board Member, Advanced Association of Life Underwriters (AALU) Founder and served two terms as President, National Association of Family Wealth Counselors. Awarded Pacific Life’s Preston Hotchkiss “Distinguished Achievement Award”.  Elected to National Association of Estate Planning Council Hall of Fame.

PROFESSIONAL EXPERIENCE. Guy manages three entities to address the Three Circles of Wealth for High Net Worth Families.  The Wealth Teams Alliance – a Registered Investment Advisor  BTA Advisory Group – a risk management company specializing in insurance and retirement.  BMI Consulting, a management consulting firm helping business transition ownership  Internationally recognized as one of the World’s Top Financial Professionals, Guy has qualified for MDRT 53 times and as a member Top of the Table 44 times.

EDUCATION. Doctorate (PhD) in Financial and Retirement Planning BS/Economics from Claremont McKenna College MBA/Finance from the University of Southern California. Master’s in Financial Services (MSFS)  Master’s in Management (MSM).  Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC). Certified Financial Planner (CFP),  Registered Health Underwriter (RHU). Earned a Certified Family Wealth Counselor designation and is a Registered Investment Advisor.  AEP Distinguished warded by the National Association of Estate Planning Councils.  A Certified Professional Business Coach (CPBC) through the Professional Business Coach Alliance.


CURRENT INVOLVEMENT.  An Elder at Grace Church in Laguna Niguel, Ca.  Member Past Presidents Council MDRT.  Board Member Global Teen Challenge International  Board Member Money Master Kids.

PAST INVOLVEMENT. Guy has served as  Board Chairman for American Family Living.  Board member of the Mission Hospital Foundation Major gifts committee for the Orange County Center for Performing Arts,  Fund raising committee for South Coast Repertory;  Advisory Board member for the South Coast YMCA,  Board member of Orange County Teen Challenge.  President of the Claremont McKenna Alumni Association  Member of CMC’s Board of Trustees.  Founding Trustee Grace Classical Academy.  President’s Council BIOLA University  Regional Board Member Link’s International.

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