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    Subscribe to our Newsletter

      By checking this box, you agree to receive text messages from Lucky Leaf Expo about event updates, speaker announcements, and promotional offers. You can reply STOP to opt out at any time, or for any assistance, reply HELP at (555) 123-4567. Message and data rates may apply. Messaging frequency may vary. Please review our Privacy Policy and Terms & Conditions

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      Rick Jaye

      Screenshot 2026 04 23 at 10.14.40 AM

      Rick Jaye

      Rick Jaye is a Managing Director 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, brokerage, CPA and laws firms. He is a well-known national speaker and instructor on topics of advanced tax, wealth, business entity planning, and retirement.