Our Firm

At BTA Financial Group, it is our belief that people deserve trusted financial professionals to deliver unfiltered advice and quality financial products and services of the highest caliber. Our focus is to help fulfill our clients’ financial and insurance needs at every level while building long-term relationships. We value our client relationships and work hard to earn client trust and deliver unparalleled client satisfaction.

 

Brian J. Tamasi, CFP®, CRPS  
President

Brian is the President and Founder of BTA Financial Group, Inc. and oversees all aspects of day to day operations. He founded BTA Financial Group on the foundation and principals of honesty, integrity and trust. He believes that his clients need to be treated fairly, with their interests first and foremost and to provide sound, independent advice at all times.

Brian has over 23 years in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional, a CHARTERED RETIREMENT PLANS SPECIALIST designee and received a B.S. in Business Administration from the University of Kansas.

Prior to founding BTA Financial Group, Brian spent ten years as a Financial Advisor and Director of Retirement Plan Services for a local employee benefits consulting firm and a financial planner for a national insurance company.

Brian is married to Kathleen Tamasi and is the proud father of three wonderful children. He enjoys playing golf, going on family vacations and attending his kids sporting events.  In addition to his family life, Brian is an outdoor enthusiast and volunteers with several community-based organizations.