The Burgess Group - Financial Services Employee Directory

Q: What is The Burgess Group - Financial Services known for?

The Burgess Group - Financial Services was founded in 1999. The Burgess Group - Financial Services operates in the Insurance industry.

InsuranceUtah, United States11-50 Employees

The Burgess Group (TBG) specializes in wealth creation. To do so, TBG uses specialized life insurance premium finance structures.
These transactions allow high net worth individuals from around the world to finance large amounts of life insurance, funding and securing the loan primarily through the policy itself. These structures are of particular value in charitable, business and/or estate planning, providing a source of capital without interrupting the cash flow of the client's investment portfolio.
TBG has experts in estate planning, product development, banking, estate law, operations and IT, all with unique backgrounds in the premium finance arena. TBG has developed a range of products around financed life insurance as well as patented financial innovations that distinguish it from competitors.

Find The Burgess Group - Financial Services employees' phone numbers or email addresses

The Burgess Group - Financial Services Global Highlights

North America
37

United States Of America
37

Oceania
3

Australia
3

The Burgess Group - Financial Services's Leadership

T. R.
Chief Executive Officer
Mobile Phone
Email
I. R.
Chief Operating Officer
Mobile Phone
Email
E. B.
Vp & General Counsel
Mobile Phone
Email
L. B.
Vice President & General Counsel
Mobile Phone
Email
D. B.
President/Owner
Mobile Phone
Email
S. B.
Founder & Executive Chairman
Mobile Phone
Email
K. B.
Owner & Professional Bookkeeper & Tax Preparer (2004 To Present)
Mobile Phone
Email
W. G.
Owner And Real Estate Broker
Mobile Phone
Email

The Burgess Group - Financial Services Employee Metrics

100%

50%

0%

2026

2025

Arts & Design
Business
Community & Social Services
Consultant
Entrepreneurship
Other

Contact profiles from The Burgess Group - Financial Services

Name

Title

Contact Info

Location

Last Update

S. B.
Founder & Executive Chairman
Mobile Phone
Email
United StatesUtah
Jan 27, 2026
K. B.
Owner & Professional Bookkeeper & Tax Preparer (2004 To Present)
Mobile Phone
Email
United StatesSouth Carolina
Oct 24, 2025
T. R.
Chief Executive Officer
Mobile Phone
Email
United StatesUtah
Nov 13, 2025
D. B.
President/Owner
Mobile Phone
Email
United StatesKansas
Oct 22, 2024
I. R.
Chief Operating Officer
Mobile Phone
Email
Oct 23, 2024
W. G.
Owner And Real Estate Broker
Mobile Phone
Email
Oct 23, 2024
C. B.
Owner
Mobile Phone
Email
United StatesTennessee
Jan 09, 2026
E. B.
Vp & General Counsel
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
L. B.
Vice President & General Counsel
Mobile Phone
Email
Oct 16, 2024
L. B.
Vice President
Mobile Phone
Email
United StatesUtah
Oct 22, 2024

Frequently Asked Questions

What is The Burgess Group - Financial Services known for?

The Burgess Group - Financial Services was founded in 1999 operates in the Insurance industry. The company's main headquarters is located in Salt Lake City, Utah 84111 United States; you can contact the main corporate office by phone at

+1-801-323-****

. Explore The Burgess Group - Financial Services's company overview page for more information.

What is The Burgess Group - Financial Services's most common email format?

The Burgess Group - Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Burgess Group - Financial Services email formats with LeadIQ.

How many employees does The Burgess Group - Financial Services have currently?

The Burgess Group - Financial Services has approximately 14 employees as of February 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are The Burgess Group - Financial Services's key employees and leadership?

As of February 2026, The Burgess Group - Financial Services's key employees include:

Chief Executive Officer: T. R.
Chief Operating Officer: I. R.
Vp & General Counsel: E. B.
Vice President & General Counsel: L. B.
President/Owner: D. B.

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