Brandon Burton brings nearly two decades of financial advising experience and a deep passion for fintech to his role as Regional Sales Manager at Moneytree.
From founding his own fintech company to dedicating over a decade to financial education for veterans, Brandon has built a career around helping others make smarter financial decisions. We sat down with him to learn more about his journey, his perspective on Moneytree, and what drives him outside of work.
You’ve worn many hats throughout your career. How have these diverse experiences shaped the way you approach your role at Moneytree?
I started my own fintech company to help consumers with financial education and guide them in choosing the right tools to support their journey. At one point, I was actually planning to use Moneytree within that business. Over the years I still kept in touch with Pat Spencer, which ultimately led me to this role.
On top of that, I’ve spent 18 years as an advisor, so I have an in-depth understanding of what clients need and what they’re looking for. That background helps me connect with advisors and show them how Moneytree can make a real difference for their clients.
What drew you to Moneytree and made you feel this was the right place to continue your career journey?
Even though I’m still active as a financial advisor, my real passion has always been fintech. I was an early adopter in this field, promoting financial advising tools long before they were widely used by the public. That forward-thinking mentality started back in 2015 with my own business and has carried me through ever since. Joining Moneytree felt like the natural next step since it combines my love for technology with my desire to help advisors grow.
In your view, what sets Moneytree apart from other financial planning software options on the market?
From a product standpoint, Moneytree is one of the most visually appealing platforms out there. It’s incredibly user-friendly, and it takes complex data and presents it in a way that’s easy to understand.
But what really stands out is the company itself. Moneytree genuinely cares about both its clients and its employees. I never feel like just a number here. The team truly wants me to succeed, and when I sell a subscription or an upgrade, I know I’m leaving that advisor in a better place than when I found them. That’s something I take a lot of pride in.
Outside of work, you’ve been committed to financial education for veterans for over a decade. Why is this work important to you, and how do you balance it with your professional career?
The military changed my life. I wouldn’t be where I am today without the direction and discipline it gave me. It’s tough to see that some of the bravest people out there — those in the military or armed forces — aren’t always compensated fairly. That’s why I’ve dedicated myself to helping them better understand their spending and saving habits so they can build stronger futures.
Balancing it with my professional career can be challenging, but it’s something I’ll always make time for because it matters deeply to me.
When you’re not helping advisors or mentoring vets, how do you like to spend your free time?
I’m really interested in investing and spend a lot of time learning about markets and strategies. I also enjoy spending time with my golden retriever, Maggie. Beyond that, I try to focus on bringing positivity into the world. With everything feeling so negative these days, I make it a point to stay optimistic and help others whenever I can.
As you look ahead, what excites you most about Moneytree’s direction and your role in helping advisors grow?
I’d love to continue helping as many advisors as possible access the best planning software available. The growth potential at Moneytree — for advisors, their clients, and our own team — is what excites me most about the future.
