About Me
Burgess has over fifty years of experience in the financial services industry. This experience led him to the Home Equity Retirement Specialist (HERS) group, which he uses to educate the public and other financial advisors about the proper use of home equity in the distribution phase of retirement planning. He also originates reverse mortgages for the benefit of his clients.
Graduate of the University of Richmond, Virginia
fifty year veteran of the financial services industry
Former Registered Principal and Registered Investment Advisor in the securities industry
Settled his first reverse mortgage transaction in 1993
Held board of directors positions for several mortgage banking firms
Managed mortgage operations for an international banking firm, several mortgage brokerage and banking firms, and was owner of three mortgage companies
Accomplished Burgess has earned and holds the following designations:
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Registered Financial Planner (RFP)
Certified Mortgage Planning Specialist (CMPS)
Certified Reverse Mortgage Professional (CRMP)
Certified instructor for continuing education credits for real estate professionals and CFPs
He also holds numerous leadership positions within the industry and community:
Past President of the Maryland Mortgage Bankers Association
2012” Mortgage Banker of the Year” recipient
Chairman of the MMBA Legislative Committee
Member of the NRMLA legislative Committee
Chairman of the MMBBA Political Action Committee
Past Founding Chairman of the National Aging in Place Counsel of the Eastern Shore
An award winning published writer, educator, radio and video guest on the subjects of senior’s financial issues and reverse mortgages
