Meet Our Team : TMG Financial Group LLC

Meet Our Team

Travis Gerhard

Cell: 208-284-3700
Email Travis

Travis Gerhard is the President & CEO of TMG Financial Group LLC, where he excels in providing insurance, estate planning strategies and financial solutions to business owners, families, and individuals. Through active engagement with clients, he helps them make smart, strategic decisions as they navigate through the formulation of their financial goals and retirement planning. Whether it be a business, family, or individual, Travis works with clients as they prepare for the financial future they hope to achieve, while helping others preserve what they have worked hard to build.

Travis began receiving the Quality Award from the National Association of Insurance and Financial Advisors (NAIFA) in 2011, has been a Qualifying Member of the Million Dollar Round Table since 2012, a member of New York Life’s Executive Council from 2011-2013, and New York Life’s prestigious Chairman’s Council in 2014 and 2015.

Born and raised in Idaho, Travis is an active supporter and board member of Make-A-Wish Idaho. When he’s not at the office, his three daughters Bailey, Taylor, and Lyla, provide him with endless entertainment and joy. Any additional spare time is spent golfing, camping, fishing, and relaxing with family and friends.

Travis is a member agent of The Nautilus Group®, a service of New York Life Insurance Company.

Council is an annual company recognition program based on agent production from July 1 - June 30.

CJ Burgess

CJ Burgess is Vice President and Insurance Professional for TMG Financial Group LLC. Originally from Massachusetts, CJ is a 23-year Veteran of the United States Air Force where he excelled in his leadership and management responsibilities in the Civil Engineer Career Field. His love and passion for people is unparalleled and he is always looking for ways to help his clients achieve their goals.

CJ and his amazing wife Chelcy have been married for 17 years and have two handsome boys. They made Meridian, Idaho their home in 2014 and immediately became a huge asset to the valley with their constant support & volunteering of youth education and sports!

CJ, Chelcy, and their boys Logan and Brayden are always busy with some type of sporting event. Whether it be baseball, football, basketball, or soccer, you can be sure the boys are going full throttle. In his spare time, CJ enjoys coaching numerous youth club sports, cheering for the all New England based Sports teams, attending Boise State Football games, and spending time with family/friends and their pure-bred Boxer Ruckus.

Heather Duncan

Phone: 208-866-5822
Email Heather

Heather Duncan is the Business & Operations Manager for TMG Financial Group LLC. Wearing many hats, Heather works with clients to ensure that they receive diligent, personalized service with the highest level of quality. Also, being the primary contact for clients at all levels of service, her client management and scheduling coordination are second to none. Furthermore, Travis’s ability to remain focused on making sure his clients have the best possible experience is unabated as Heather oversees the day to day operations of the office.

Heather, her husband Jose, and their blended children of Garrett, Chloe, Jennika, Raelyn, Slade, and Riley are always on the move with family activities, sports, or just out having fun. In her spare time, she loves to camp, hunt, play sports, and just enjoy time with family and friends.

The Million Dollar Roundtable (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Our Planning Resource

The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients’ advisors in these key areas:

Family Protection · Estate and Legacy Planning · Executive Benefits

Business Succession and Exit Planning · Philanthropy




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