Principal | The Burgess Group

 

As a key leader at The Burgess Group, Nick specializes in sophisticated insurance strategies tailored for high-net-worth individuals, business owners, and institutional clients. With a deep understanding of premium financing, estate planning, and advanced risk management, Nick helps clients navigate complex financial landscapes with precision and clarity.

Growing up in his family business, Nick began working at The Burgess Group in 2005, gaining hands-on experience across all facets of the company. After attending business school at the University of Utah, he spent five years outside the firm—first as an intern at Northwestern Mutual and later as an advisor at Mass Mutual, where he built a successful book of business. Returning to The Burgess Group, Nick brings both a wealth of industry expertise and an entrepreneurial mindset to his company.

Known for a planning-first approach, Nick prioritizes long-term outcomes over transactional relationships. By leveraging exclusive proprietary products and working with top-tier carriers, he ensures optimal structures that align with each client’s unique financial objectives. His expertise extends beyond implementation, focusing on ongoing policy management and performance optimization to safeguard wealth across generations.

Nick is a trusted advisor to top attorneys, accountants, and financial professionals, seamlessly integrating insurance solutions into broader wealth management strategies. With a commitment to transparency and excellence, he continues to set the standard for innovative, client-centric advisory at The Burgess Group.