OUR FIRM
At BTA Financial Group, we believe everyone deserves access to trusted financial professionals who provide honest, unbiased advice and the highest quality financial products and services available. Our mission is to help clients meet their financial and insurance needs at every stage of life, while nurturing lasting relationships built on integrity and trust. We are committed to earning our clients’ confidence every day and delivering exceptional satisfaction that stands apart from the rest.
Brian J. Tamasi, CFP®, CRPS
President
Brian is the President and Founder of BTA Financial Group, Inc., where he leads and manages all aspects of daily operations. He built the firm on a foundation of honesty, integrity, and trust, consistently putting clients’ interests first. Brian is dedicated to delivering sound, independent financial advice at every stage.
Brian has over 28 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 served for a decade as a Financial Advisor and Director of Retirement Plan Services at a local employee benefits consulting firm, as well as a financial planner for a national insurance company.
Outside of work, Brian is married to Kathleen Tamasi and is the proud father of three children. He enjoys golfing, taking family vacations, and cheering on his kids at their sporting events. An avid outdoor enthusiast, Brian also dedicates his time to volunteering with several community-based organizations.
Brian J. Tamasi, CFP®, CRPS