About Our Agency

About Our Agency

Burgess Insurance and Financial Services was established in 2018 by managing partner Johnathan Burgess. Burgess was born and raised in Jonesville, SC and attended Union Christian Day School in Union, SC.

Growing up in a small community, he understands that his business must be built on a foundation of trust. He knows the importance of hands-on attention to his clients. This passion for integrity and personal accountability led Burgess to have a mindset of constant dedication to learning his craft. Burgess attended the University of South Carolina Upstate and graduated with a bachelor's degree in Accounting.

Johnathan Burgess

President/ CEO

At the age of 22, while attending the University of South Carolina Upstate, Johnathan began working for a multiple line practice. While there, Johnathan quickly realized the importance of hands-on attention and used this knowledge as the foundation for his own practice. He established his agency, Burgess Insurance & Financial Services.

Johnathan is committed to constant improvement and is currently taking classes to attain his designation of RICP. The American College offers the Retirement Income Certified Professional designation upon successful completion of three courses: retirement income process, strategies, and solutions; sources of retirement income; and managing a retirement income plan. This makes this completion one of the most comprehensive financial designation available.

As a result of influential mentors and continuous educational efforts, Johnathan adopted the commitment to build a team of specialists who can provide better knowledge and service than what most clients are used to, and that principle holds true today. This dedication shows that while there are few guarantees in life, Johnathan and The Burgess Insurance team WILL consistently deliver uncompromised service and a passion that surrounds each client interaction.

Samantha Burgess

Samantha Burgess is from Simpsonville, SC and attended the University of South Carolina Upstate. There she studied Public Relations and took a few business classes; this is where she met Johnathan. After school she went on to work for a year and a half in sales.

In March of 2019 her help was needed, and she was called to expand her role within the Burgess Insurance team. Her role as the Vice President of Operations and Director of Client Advancement allows her to continuously develop client relationships that include day to day social media marketing as well as overall enhancement to each client’s specific needs as a support tool within our service team. Samantha Burgesses family history in small business ownership allows her to bring forth unique opportunities for both the team and our clients. In her spare time, she enjoys cleaning, spending time with family and friends, and shopping.

Jordan Spencer

VP of Business Development

Jordan joined the Burgess Insurance Team in December of 2019 as VP of Business Development with responsibilities that included; generating new leads, servicing existing clients, and assisting with the daily operations of a growing business.

He has always prided himself on building sound relationships with clients regardless of the situation. Having begun in the field with zero clients he utilizes past experiences/relationships with clients to set initial reviews. These reviews are when areas of concern are uncovered for each family in which no two scenarios are exactly the same. Since joining the team Jordan has already begun building a reputable book of business and continues to hustle each day.

Originally from Union, Jordan has lived in the area all of his life. He graduated for the University of South Carolina where he studied risk management and insurance. In Jordan’s spare time he enjoys watching sports, spending time with his family and soon-to-be wife, Hannah.

Lincoln

Lincoln was born in November 2018 and was adopted into the Burgess family in April of 2019. Lincoln plays a crucial role in the Burgess Insurance team as the fun-sized Chief Marketing Officer. He is responsible for overseeing the execution of an organization's marketing and advertising initiatives. Reporting directly to Johnathan; Lincoln’s primary responsibility is to generate revenue by increasing sales through successful marketing for the entire organization, as well as effective communications, advertising and public relations. He is very good at his job. When Lincoln is not working, he enjoys laying in the sun, chasing squirrels and trips to the pet store.

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