Rise to the Top

Guy's wide and varied experience brings a broad perspective to clients. A Certified Professional Coach, Past President of the National Association of Family Wealth Counselors, a Certified Exit Planning Advisor, and nationally known lecturer and writer — Guy's many years of counseling and consulting have helped countless high-net-worth families and business owners find solutions to problems that have bothered them for years.

While serving as President of the prestigious Million Dollar Round Table, Guy was invited to speak in more than thirty countries on various planning topics. He has written numerous books on investing and business planning, including Market Tune-up (recounting lessons he learned that helped him stay Top of the Table), Investment Alchemy (a guide to stock market management), The Great Wealth Erosion, Why People Buy, and Baker's Dozen — 13 Principles for Financial Success; each with over 30,000 in print. His best financial planning idea is incorporated in The Box, an easily understood discussion about the mathematics of life insurance — over 500,000 pieces distributed throughout the financial services industry.

Guy founded BTA Advisory Group, a multidisciplinary organization serving the needs of wealthy families and business owners. Each of BTA's organizations is managed by experienced professionals and partners, including BMI Consulting (a national management consulting firm specializing in succession and compensation issues facing closely held businesses), Wealth Teams Alliance (an SEC-supervised registered investment advisor), and BTA Advisory Group (an insurance and financial products marketing company specializing in retirement plans and tax reduction strategies).

Tom Hegna is an economist, author, and retirement expert who has been featured on CNN, Forbes, The New York Times, Fox Business, Wall Street Journal, Huffington Post, PBS, and Yahoo Finance.

A retired Lieutenant Colonel with over 30 years of experience in the financial services industry, Tom has delivered more than 5,000 seminars and workshops to financial professionals across the country. He is the author of several best-selling books including Don't Worry, Retire Happy! and Paychecks and Playchecks.

Tom Hegna's mission is simple: to help financial professionals master the math and science of retirement income so they can better serve their clients and grow their practices.

With a record of over 100 main platform presentations around the world, 2,000 client seminars in all 50 states, and 3,000 agent training sessions, Tom's words have literally had a multi-billion dollar impact on the industry.

Tom is a master at taking complex financial concepts and making them simple, sticky, and actionable. His presentations are unmatched in their ability to have an immediate and powerful impact on sales results. He has sold over 120,000 copies of his books and continues to be one of the most sought-after speakers in the financial services industry.

Jeremy Dicker is the Chief Executive Officer and Chief Compliance Officer of One Wealth, where his leadership philosophy centers on a simple yet powerful belief: put people first. As he often says, "The most important thing we can do to make a difference in people's lives is to treat them well." This guiding principle has defined his career in financial services.

Jeremy's approach begins with listening — truly understanding each client's story, goals, and aspirations. From there, he and his team design comprehensive, personalized financial planning and asset management strategies delivered within an ultra-high-touch environment. At One Wealth, every client is treated with the care, attention, and importance they deserve. Under Jeremy's leadership, the firm is committed to setting a higher standard: "Our goal is to do a better job serving the client than anybody else."

His entrepreneurial journey began early. Jeremy entered the financial services and insurance industry just one day before his eighteenth birthday. He candidly credits the hardships he experienced in his early life as a driving force behind his ambition, resilience, and dedication to building something meaningful for others. Today, he considers himself fortunate to be in a position where he can make a tangible difference in people's lives — a sense of responsibility that fuels his commitment to ensuring One Wealth consistently delivers exceptional care and service to every client.

Beyond his professional work, Jeremy is deeply passionate about making a positive impact in the broader community. He actively supports initiatives that help disadvantaged individuals achieve a fresh start, protect children from harm, and expand access to financial literacy.

Jeremy lives in Phoenix, Arizona with his wife, Brandi, and their two children. He enjoys traveling and values the opportunity to connect with clients across the country.