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Tep Steven Burgess

Founder & Executive Chairman at The Burgess Group - Financial Services

Steven Burgess, TEP, is the Founder and Executive Chairman of The Burgess Group (TBG), an international firm specializing in wealth creation and wealth transfer strategies.12 He founded TBG in 1999 with a focus on creating a platform to provide efficient estate, succession, corporate, and charitable planning initiatives.2

Burgess is considered a pioneer in the development of traditional premium finance.1 He has worked with numerous large banks worldwide to develop cost-effective credit facilities for premium financing and has consulted with major insurance carriers to create compatible products for these transactions.12

Prior to founding TBG, Burgess was a senior partner at Stanworth-Burgess & Associates from 1976 to 1998, where he specialized in comprehensive estate and corporate planning analysis.1 He has received multiple national industry awards and is a long-standing honor roll Lifetime member of several professional organizations, including MDRT, Court of The Table, and Top of The Table.1

Burgess attended the University of Utah's David Eccles School of Business, earning a degree in Business Finance.12 He is active in his community, serving on several charitable organization boards and facilitating significant charitable contributions through TBG's platform.1

The Burgess Group has a global presence, with offices in various locations including Salt Lake City, Los Angeles, New York, Hong Kong, and Singapore.2 Under Burgess's leadership, TBG has raised over one billion dollars in charitable gifts for numerous hospitals, clinics, universities, and foundations in recent years.2

Highlights

Nov 21 · duanemorris.com
Steven Burgess Davis, Partner - Profile - Duane Morris LLP
Aug 1 · dnb.com
The Burgess Group, Inc. Company Profile | Salt Lake City, UT
Jul 6 · tbgroup.org
Who We Are - The Burgess Group

Related Questions

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Tep Steven Burgess
Tep Steven Burgess, photo 1
Tep Steven Burgess, photo 2
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Location

Salt Lake City, Utah, United States