Joanne Burke
Founder & CCO
joanne@birchstreetadvisors.com
I started my career in the tax arena and quickly found my passion for financial planning by preparing complex planning engagements for executive tax clients while working at KPMG, a Big 4 accounting firm. I left KPMG to join a start-up tax boutique CPA and the law firm where I delved deeper into comprehensive planning by adding estate planning engagements. After having my second child, I started a sister tax firm focused on tax consulting and compliance for individuals, estates and trusts. The practice grew as my children grew. Throughout my career, I have combined tax and financial planning. Tax-focused financial planning allows me to provide an in-depth assessment and analysis of retirement and estate planning scenarios for pre-retirees and retirees since these decisions are heavily tax-driven. Through Birch Street Financial Advisors, I work with you to define and work toward financial goals, while providing you a holistic approach to providing financial security and live the life you’d relive.
I have my CFP® CERTIFIED FINANCIAL PLANNER™ and CPA/PFS designations. I am the founder of Joanne Burke CPA PLLC, tax compliance and consulting firm and Birch Street Financial Advisors, an RIA firm. I received my Bachelor’s and Master’s degrees in Accounting with a Specialization in Taxation from the McIntire School of Commerce at the University of Virginia. I am a member of the NoVA Society of Women CPAs, VA Society of CPAs –Northern Chapter, AICPA - Tax and Financial Planning sections, XY Planning Network and NAPFA. I am also affiliated with Garrett Investment Advisors.
I am married to Tom and we have two lovely daughters, Emily and Olivia. As a family, we value fitness and are avid Crossfitters. We have a Boston Terrier rescue dog named Macie who tirelessly plays fetch. I’ve served as Treasurer of the National Woman’s Party, a 501(c)(3) integral in passing the 19th Amendment – the woman’s right to vote and as co-chair of the Town of Vienna Conservation and Sustainability Commission for over 12 years. I’m passionate about promoting equal rights and living sustainably. I enjoy traveling with my family to visit friends around the globe, native gardening and mindfulness meditation to relax and unwind.