Burgess Investment Group, LLC

Johnathan Burgess is a financial advisor at Burgess Investment Group, LLC in Greenville, SC, holding a Series 65 designation with three years of industry experience. He has worked at Burgess Investment Group since 2021 and previously held roles at Big Money Management and Taxpayers Choice. Outside of advising, he serves as President of the University of South Carolina Alumni Association. Burgess Investment Group serves individual and high-net-worth clients by providing portfolio management and fee-based financial planning, including asset allocation and tax strategy planning. The firm employs fundamental analysis, modern portfolio theory, and quantitative models with a long-term focus, managing a diversified investment universe that includes mutual funds, equities, fixed income, ETFs, real estate funds, annuities, and venture capital funds.

Clemmy Osborne is a financial advisor at Burgess Investment Group, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at BIG Money, ReGenesis, and Michelin. Osborne serves as a finance committee member for Freedom Fellowship and is a board member of the Pebble Grove Home Owners Association. Burgess Investment Group serves individual and high-net-worth clients with portfolio management and fee-based financial planning, employing fundamental analysis, modern portfolio theory, and quantitative models with a long-term trading approach.

Tyler Decker is a financial advisor at Burgess Investment Group, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at TD Bank N.A., TD Private Client Wealth LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, N.A., and First Command Financial Planning, Inc. Prior to his financial services career, he served nine years in the United States Military. Burgess Investment Group serves individual and high-net-worth clients by providing portfolio management and fee-based financial planning. The firm employs fundamental analysis, modern portfolio theory, and quantitative models with a long-term trading focus across a diverse investment universe.

Matthew Hastings is a financial advisor with Burgess Investment Group, LLC in Greenville, SC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Burgess Investment Group in 2024, he worked at JP Morgan Securities and Bank of America, with roles spanning from 2014 to 2024. Outside of his advisory career, he is a minority owner of a small family market garden business. Burgess Investment Group serves individual and high-net-worth clients by providing portfolio management and fee-based financial planning, utilizing fundamental analysis, modern portfolio theory, and quantitative models with a long-term investment focus.

Edward Heiser Jr. is a financial advisor at Burgess Investment Group, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also a licensed insurance agent and recommends insurance products. Burgess Investment Group serves individual and high-net-worth clients with portfolio management and fee-based financial planning, employing methods such as fundamental analysis and modern portfolio theory to manage a diverse investment universe.

Luke Maloney Grimes is a financial advisor at Burgess Investment Group, LLC in Greenville, SC, holding a Series 65 designation with one year of industry experience. Prior to joining Burgess Investment Group, he held roles at Backcountry Inc. and Jarden Management, Ltd., and spent several years as a student and on an international sabbatical. Burgess Investment Group serves individual and high-net-worth clients by providing portfolio management and fee-based financial planning, including investment policy statements, asset allocation, and tax strategy planning. The firm employs fundamental analysis, modern portfolio theory, and quantitative models with a long-term focus across a diversified investment universe.

Elizabeth Mungo is a financial advisor at Burgess Investment Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Burgess Investment Group, she held various roles including ownership of an art business where she creates and sells original and print artworks. Burgess Investment Group serves individual and high-net-worth clients by providing portfolio management and fee-based financial planning, utilizing fundamental analysis, modern portfolio theory, and quantitative models with a long-term investment focus.

Kyle Conner is a financial advisor at Burgess Investment Group, LLC with two years of industry experience. He has previously worked at Curran Financial Partners and NYLIFE Securities LLC. Outside of financial advising, he has experience managing various online e-commerce stores. Burgess Investment Group serves individual and high-net-worth clients by providing portfolio management and fee-based financial planning, utilizing fundamental analysis, modern portfolio theory, and quantitative models with a long-term focus. The firm offers services including asset allocation, tax strategy planning, and regular portfolio monitoring.

Alan Hicks is a financial advisor with Burgess Investment Group, LLC in Greenville, SC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Edward Jones and M&T Bank. Burgess Investment Group serves individual and high-net-worth clients with portfolio management and fee-based financial planning, using methods such as fundamental analysis and modern portfolio theory. The firm prepares tailored Investment Policy Statements and offers services including asset allocation, tax strategy planning, and regular portfolio monitoring.