From Tax to Planning: Joanne Burke’s Path to Birch Street Advisors

Joanne Burke didn’t start her career in financial planning. She began in tax at KPMG, working with ultra-high-net-worth families and developing deep technical expertise. But over time she realized that what interested her most wasn’t just the numbers—it was the conversations about what people actually wanted their lives to look like.

That realization led Joanne to build Birch Street Advisors, where she focuses on thoughtful planning and long-term client relationships.

In this episode of Her Life, Her Practice, Her Way, Tara talks with Joanne Burke about her journey from tax to planning, the courage it takes to evolve your career, and how her definition of success has changed over time.

Joanne also shares how she is entering the next phase of her firm—hiring and mentoring a new team member—and what she hopes the future of her practice will look like.

It’s a thoughtful conversation about clarity, growth, and building a practice that supports the life you actually want to live.