Our Associates

Jeff Burgess
Financial Advisor
Lisle, IL

Jeff Burgess

Jeff is a firm believer in the power of knowledge and the impact of financial education. With six years of past experience as a tax advisor doing individual and sole proprietor income tax returns, Jeff is an educator at heart and is most passionate about building genuine and long-standing relationships.

Prior to his current position, Jeff worked for AIG two years where he developed his enthusiasm for working with individuals and families going through significant life changes such as marriage, having children or buying a home.

Jeff is an active member of his community & industry. He is the Sales Team Lead for the Class of 2020 Associate Board of Ambassadors for the American Cancer Society, a member of NAIFA, Co-chair for the Emerging Leaders for the Chicagoland Chamber of Commerce, and part of the Chicago Area Runners Association.

At the forefront of Jeff’s personal life is his teenage daughter, Reese who loves volleyball. When he is not working to serve others, he enjoys running, golfing, cooking and brewing beer from scratch. He prides himself on being philanthropic, trying new experiences and making himself better every day.