About Big Money Retirement
Big Money Retirement Solutions was founded in 2020 after owner Johnathan Burgess had successfully built and sold a captive insurance agency that had a focus in retirement planning. After becoming a fiduciary, Johnathan realized the value of independent financial advice. This ideology serves as the foundation for Big Money, with a focus on using only the best products and software available in the industry.
Our target clients are retirees and pre-retirees. 90% of our clients are between the ages of 55 and 75, but we believe that shouldn’t stop potential customers from seeking out our services! We will cover every base and delve into every nook and cranny to give you the best written plan for retirement.
If you already have a financial advisor, we still welcome you to make an appointment with us. We can show you what your current cost (including hidden fees) is, and we’ll offer you a second opinion and how much you could save by switching over.
Meet Our Team
President & Financial Advisor
Johnathan started Big Money Retirement Solutions in 2020 after he had successfully built and sold a captive insurance agency that had a focus in retirement planning. After Johnathan became a fiduciary, he realized the value of independent financial advice and built Big Money around the best products and planning software available to the independent advisor.
Amie Newton CPFA®
Vice President of Operations & Financial Advisor
Samantha Burgess
Executive Director of Big Money Cares Foundation
Clem Osborne
Financial Advisor
Clem is a fiduciary advisor who holds a Series 65 license and a life insurance license. His experience includes careers in healthcare, real estate, and over 30 years in banking. At Big Money, Clem enjoys using his budgeting and planning expertise to develop personalized, comprehensive retirement plans for each client.
Alan Hicks
Head of Advisory Solutions
& Financial Advisor
Alan is a Financial Advisor who holds both a FINRA Series 7 and 66 license and a South Carolina Life insurance license. Alan enjoys helping clients map out a long-term retirement plan and works with them to keep them on track. Before becoming a Financial Advisor, Alan had decades of experience in banking and mortgage lending.
Mael Jacquemin
Senior Associate Paraplanner
Luke Maloney-Grimes
Financial Advisor & Associate Paraplanner
Luke is an accomplished financial analyst who joined Big Money in 2023, bringing with him a wealth of experience as a brokerage stock trader from Auckland, New Zealand. A graduate with top honors in Financial Economics, he excels in investment research and client onboarding. At Big Money, Luke leverages his expertise to deliver exceptional financial optimization services, drawing on his global perspective and analytical acumen to enhance client portfolios and financial strategies.
Matthew Hastings, WMCP®, CRPC®
Financial Advisor
With a decade of experience at two of the largest financial institutions in America, Matt recently joined Big Money Retirement Solutions in 2024 as a fiduciary financial advisor. Armed with the WMCP® and CRPC® designations, he leverages a wealth of experience to guide clients towards financial success. Beyond the world of finance, Matt is a family man, married with three children, that live on their family farm together operating a thriving market garden. His interests extend to practicing Jiu-Jitsu, lacrosse and strategic investments in real estate, reflecting a diverse skill set ready to benefit clients.
Lindsey Martin
Business Development Manager
Born and raised in Spartanburg, SC, Lindsey is a proud resident of the Upstate. Lindsey joined Big Money Retirement Solutions in 2023, bringing with her over a decade of customer service experience. In her role as Business Development Manager, she plays a vital part in coordinating appointments for prospective clients, planning and executing a range of executive events—from educational dinners to the popular Wine & Wisdom gatherings—and working internally to foster and uplift the company’s positive culture. As a devoted mother, Lindsey cherishes spending her free time at the park with her two young sons or taking family trips to the mountains and the beach, creating memories that will last a lifetime.
Chris Jennings, EA
Tax Advisor
Chris Jennings is an Enrolled Agent with the IRS who is dedicated to helping our clients reduce their tax bills as much as possible through proactive tax planning. In his free time, he loves the rodeo scene and spending time with his beloved dogs. Chris joined Big Money in 2024, bringing with him a wealth of expertise and a passion for optimizing tax strategies. He ensures that our clients fully understand their tax opportunities, working tirelessly to secure their financial well-being. Outside of work, Chris enjoys participating in rodeo events and caring for his dogs, balancing his professional dedication with his personal passions.
Edward "Teddy" Heiser
Financial Advisor
Tyler Decker
Financial Advisor
he developed advanced problem-solving, risk assessment, and leadership skills in high-pressure environments. Building on this foundation, Tyler transitioned to a career in finance, bringing over six years of experience as a financial advisor. He is committed to guiding clients through retirement with clarity and confidence.
Emily Sandidge
Executive Assistant
Read All About It: Google Reviews
With a five-star rating on Google, we appreciate all of our clients, current, past, and future.
If you’ve worked with us, we welcome you to leave us a review!
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Johnathan was very helpful and knowledgeable. Will do more business with him in the future.
Robert Jones
November 14, 2022 -
Johnathan burgess is so easy to talk with. He is very eager to help and has lots of information regarding my retirement.
Mike Duncan
September 14, 2022 -
When I meet Jonathan I felt comfortable transferring my IRA from WOW. He is very knowledgeable & helpful. It was very easy to talk with him & that’s important.
Dawn
September 14, 2022 -
Jonathan is very knowledgeable and nice. He knows what he’s doing!
Gary Dunlop
September 14, 2022 -
Jonathan and Samantha are awesome!!! Very easy to work with.
Sherri Williams
September 14, 2022 -
Johnathan has been a wealth of information for my money management. He responds quickly and is readily available to answer any questions you may have. I highly recommend him.
Cheryl
September 14, 2022 -
Johnathan is a very knowledgeable and professional adviser. I would recommend him to a anyone who is retired or getting ready to retire.
Eric Singleton
September 14, 2022 -
I’ve been working with Johnathan for several years now and couldn’t be happier with my experience. Even though I live in a different state Johnathan has always been available any time I need him. The world has been crazy and having a sense of security for my family’s future has been priceless. Thank you very much Big Money Management.
PBCGibson43
September 14, 2022 -
I highly recommend meeting with Johnathan at Big Money! He is very knowledgable about product offerings and is able to present creative options. I felt comfortable discussing my finances with him and was confident my information would remain private. He also made our conversation fun! If you have the chance to meet at the Big Money office on Main Street, I would highly recommend it. Samantha and the rest of the team have built a beautiful office that is equipped with technology that encourages collaboration. Reference materials and other documentation were electronic with the option to provide digital signatures. They kept the process simple, which is not easy to do. Very impressive and well done!
Meghan Pierson
September 14, 2022 -
Awesome! Visit . Short visit . No on and on babbling, just short , sweet and right on point, needed information. Thanks for everything.
Donna Stewart
September 14, 2021
