Our Team

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, RIAWeb version of JF

Principal – Senior Financial Consultant
JBurton@BurtonTrust.com

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.


Susan-Head-Shot-300x300Susan Burton

Principal – Marketing and Property & Casualty Insurance   
Susan@BurtonTrust.com

As co-owner of The Burton Group, Susan oversees our marketing efforts and community relations as well as being a licensed Property & Casualty Insurance producer in Indiana, Texas, Arizona, and Michigan.  Susan has served in both the educational and nonprofit sectors as a fundraising development professional for more than 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 NYC, 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 in Michigan. Susan is a trained mediator, a professional vocalist, a member of the Association of Fundraising Professionals, and serves on the Board of the Greater Ellettsville Chamber of Commerce.


Keely-CunninghamKeely Cunningham

 Life & Health Insurance 
Keely@BurtonTrust.com

Keely lives in Spencer, Indiana but grew up in Ellettsville. She joined The Burton Group in 2019. Keely is a certified tax preparer and a licensed Life and Health Agent. She has an Associate’s degree in Business,  in addition to more than 7 years experience as an administrative assistant.  During her spare time, you will find her at the basketball courts, the baseball fields, or busy at her creative craft detailing business. She is the mother of two sons, Jake and Aiden, and also a mom to many goats.


 

Caroline WatkinsCaroline Watkins

 Paraplanner/Financial Assistant
Caroline@BurtonTrust.com

Caroline grew up in Bloomington, where she attended Indiana University, graduating with a BS in Business. She joined The Burton Group in 2022, assisting advisor JF Burton by analyzing clients’ needs and researching and recommending suitable products aligned to those needs. Her well-rounded work experience encompasses project management, business analysis, and academic editing. She is also a first responder in Monroe County. On her time off, you might find her hiking in the woods or testing a new recipe as a home baker.