Rick Jaye

Rick Jaye

Senior Vice President of BTA

Rick Jaye is Senior Vice President of BTA, Inc. With over 30 years of experience in the financial services industry, Rick has provided high level strategic business entity planning, business transition planning, tax mitigation consulting, risk management and benefit consulting services to institutional partners, banks, brokerages, along with CPA and law firms.

He is a well-known national speaker and instructor on topics of advanced tax, wealth, business entity planning, risk management strategies and retirement. Rick holds a Bachelor degree in Economics from the University of California, San Diego with additional studies at Dartmouth College. He is a member of the National Center of Employee Ownership (NCEO) and the ESOP Association.