It helps to find an agency that you know and can trust. Our staff has the knowledge and experience to provide maximum benefit and protection to our clients. Let one of our licensed professional agents help you with any of your personal or business insurance needs.
John (J.F.) Burton, RIA
Principal – Senior Financial Consultant
John brings more than 25 years experience of finance, real estate, accounting and business administration to The Burton Group. John is a Registered Investment Advisor and holds a Series 65 license. While working in real estate development, general contracting, tax, accounting, and business management, John developed a passion for serving others and wanting to help them to fulfill their dreams. It was this “real world” experience that influenced his decision to found The Burton Group and Above & Beyond Investments, LLC. Besides being a Fiduciary RIA, John is also licensed in Life, Accident & Health, Property & Casualty Insurance in Indiana and Texas. Born and bred a Hoosier, John is an honor graduate from Edgewood High School, an Army veteran and holds a BS in Church Ministries from North Central University. John and Susan live in Bloomington and have three daughters.
Marketing and Client Engagement
As co-owner of The Burton Group and The Tax Place, Susan oversees our marketing efforts and community relations. Susan has served in both the educational and nonprofit sectors as a fundraising development professional for nearly 20 years. Her experience includes holding positions as Executive Director for the Community Justice and Mediation Center (CJAM) in Bloomington, Indiana, Alumni Director at The King’s College in New York City, Advancement Coordinator for RREACH International in Dallas, TX, and the Assistant Director of Development at the Cibolo Nature Center & Farm in Boerne, TX. Susan earned a Bachelor of Music degree from Cornerstone University. Susan is a trained mediator, a musician, and a member of the Association of Fundraising Professionals and a Board member at the Ellettsville Chamber of Commerce.
Operations Manager and Financial Consultant
Allyson is a Bloomington native but spent a great deal of time in Northern Virginia. Allyson helped to build The Burton Group in 2012. She brings 20 years experience in Accounting and more than six years preparing taxes. She is licensed in Life, Accident & Health, Property and Casualty Insurance. Allyson is also an Enrolled Agent with the IRS and co-owner of The Tax Place, LLC – a Burton Group affiliate. Allyson is a Quickbooks Pro Advisor and has a degree in Accounting. The joy of her life are her two beautiful daughters who keep her busy attending their swimming and gymnastics activities.
Commercial and Personal Lines Insurance
Natalie is a Monroe County native and a lifelong resident of Southern Indiana. Natalie is a licensed property & casualty and life insurance agent. She has been in the property & casualty insurance industry for 30 years and has experience in all areas from home and auto policies to large commercial accounts. Natalie has also been a licensed real estate agent and comes from a family of builders. These experiences help her understand the property values and the insurance needs of building contractors. Natalie is married and has one son. She enjoys helping her husband lead worship at a local church, spending time with family, and traveling to new places as well as visiting her son and his wife.