Zach Burgess is a principal in The Burgess Group (TBG). Zach started with TBG in 2011 learning the business from the ground up. He works with affluent TBG clients in the structuring design and implementation of insurance to solve complex estate, succession and charitable planning endeavors. Zach has a keen knowledge of how to best integrate credit facilities in acquiring this asset class. In addition, Zach helps manage several large institutional charitable relationship for TBG. Zach is a qualified member of Top of the Table at MDRT. Zach graduated from the David Eccles School of Business with a Bachelor of Science in Finance. He also played baseball at the university. Zach is an active sports enthusiast and looking to hone his golf game to scratch level. Zach is based in Salt Lake office where he enjoys the rich outdoors of Utah.
