Our Team

We’re Focused on Performance, So You Can Focus on Your Passions.

The work we do is technical and complex, requiring a high degree of skill and a considerable amount of knowledge and experience. But it is also a people business, demanding that we truly understand the people behind the numbers–and the passions that drive them.

Applying both our knowledge of the investment landscape and our understanding of each client’s unique goals and circumstances, we distill a broad universe of choices down to the most suitable investments. And then we pursue these investments with intelligence, energy and a healthy amount of caution.

Our mission is to help busy, successful people like you manage the details of your finances so you’re free to focus on the business of life.

Our Team

John Burke, MS, CFP®
Financial Advisor

John Burke, MS, CFP®

CERTIFIED FINANCIAL PLANNER™

Financial Advisor

John.Burke@BurkeFinancialStrategies.com

John Burke owns and manages Burke Financial Strategies. In 2015 and 2016, The Financial Times listed him as one of the top 400 advisors in the country.* He has been a practicing financial advisor since 1984 and during his extensive career has helped thousands of clients with financial planning and investment management. John is also a well-respected strategist; his research was published in the July 2010 and June 2016 issue of the Journal of Financial Planning. He has appeared numerous times on CNBC and Fox Business News and has been quoted in numerous financial publications. John’s career began at Merrill Lynch, where he was hired as a financial advisor in December 1983 after completing the firm’s Donald Regan program for financial planning. He then joined Smith Barney and later Morgan Stanley. Since joining Raymond James, he has been named to the firm’s Leaders Council** four times and, most recently, was named to the prestigious 2011, 2012, 2013, 2014, 2015, & 2016 Chairman’s Council.** John received his undergraduate degree in finance from Lehigh University. He went on to earn the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in 1992, and also earned his master’s degree in financial planning from the same institution in 2003. In addition to Burke Financial Strategies, John owns the Academy for Continuing Professional Education, which provides continuing education classes for accountants in central New Jersey. He is also an active member of his community and church, St. Paul’s Episcopal Church in Westfield, New Jersey, where he has served as treasurer. And, along with his wife Diane, John proudly supports Children’s International, Susan G. Komen Race for the Cure, Good Shepard Home of Cameroon, NY City Relief Bus and Community Foodbank of New Jersey. John and Diane have three young adults.
*The formula the Financial Times uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include assets under management, asset growth, years of experience, industry certification, Financial Industry Regulatory Authority (FINRA) compliance record and online accessibility. **Chairman’s Council and Leaders Council membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Steven Criscuolo, CPA
Financial Advisor

Steven Criscuolo, CPA

Financial Advisor

Steven.Criscuolo@BurkeFinancialStrategies.com

Steve is a registered representative and financial advisor. He is also the Chief Financial Officer at Burke Financial Strategies. Steve is responsible for managing client accounts, including financial planning and investment management. Steve graduated from the University of Pennsylvania with a BA in Economics. He then earned his MBA in Finance and Accounting from the University of Pittsburgh. Steve obtained his CPA certification while working for Price Waterhouse, an original “big eight” accounting firm. He received the prestigious J.H. Cohn Award for outstanding performance on the CPA exam in the fall of 1987. Over the past 20 years, Steve has served as President and/or Chief Financial Officer of medium-sized, highly successful companies in the manufacturing, retail/distribution and real estate industries. Steve has had a lifelong passion for planning and investing. Throughout his career, he has consistently provided financial, investment and estate planning advice to closely held business owners, as well as to professional colleagues, family and friends. Steve adds a wealth of business experience and financial expertise to our team. Steve lives in Westfield, NJ with his wife, Claire, and their five children. He is an active member of the Westfield community and Holy Trinity R.C. Church, where he serves as Athletic Director of the parish basketball program. Steve also serves on the board of the Union County CYO Basketball League.
Diane Burke
Financial Advisor

Diane Burke

Financial Advisor

Diane.Burke@BurkeFinancialStrategies.com

Diane Burke is a registered representative and financial advisor. She is part of the Client Service team.

Diane graduated from the State University from New York with a concentration in Marketing.

After spending seven years in retail management and buying for major department stores, she worked for 10 years as vice president of a packaging supplies company. This was followed by eight years at Computer Associates (CA), an IT management and software company. Her last position with CA was as Mid-Atlantic Director of Client Relations. In this position, she worked with Fortune 100 companies to help with problem-solving issues and ensure client retention and satisfaction. She brings many years of successful client-relationship building and business development to our team.

Diane is married to John Burke, who owns and manages Burke Financial Strategies. Together they have three children. With her husband John, Diane proudly supports Children’s International, Susan G. Komen Race for the Cure, Good Shepard Home of Cameroon and The NJ Relief Bus.

Christopher Trainor, CFP®
Financial Advisor

Christopher Trainor, CFP®

CERTIFIED FINANCIAL PLANNER™

Financial Advisor

Christopher.Trainor@BurkeFinancialStrategies.com

Chris graduated Seton Hall University with a BA in Social and Behavioral Sciences, with minors in Social Work and Political Science. He completed the Financial Planning certificate program at Fairley Dickinson University and earned the CERTIFIED FINANCIAL PLANNER™ designation.

For almost 20 years, he has been advising clients and other advisors on ways of efficiently addressing risks to the financial well being of clients. In addition to acting as a financial advisor, Chris has served as Director of Financial Planning for a nationally-recognized life insurance company and an Assistant Vice-President of Retirement Plans at a global wealth management firm.

Chris lives in Clinton Township, NJ with his wife, Deirdre, and his son.

Chris is a parishioner at Immaculate Conception Church in Annandale, NJ. He is a member of The Friendly Sons of St. Patrick of Hunterdon County, an Irish-American fraternal organization that serves the local community through initiatives such as volunteerism, charitable donations, and scholarships.

Chris enjoys singing and playing guitar and piano and is intensely interested in Irish traditional folk music and the history that inspired it. He has also developed an interest in running and enjoys running 5k races.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

John Kaiser, CFP®
Financial Planner

John Kaiser, CFP®

CERTIFIED FINANCIAL PLANNER™

Financial Planner

John.Kaiser@BurkeFinancialStrategies.com

John received his BS degree in accounting from Drexel University and an MBA from Philadelphia College of Textiles and Science. He then completed the Financial Planning Certificate Program at Farleigh Dickinson University in New Jersey.

John’s experience includes working as a fund auditor, a fringe benefits manager, and as a financial planner since 1999, most recently at an independent firm similar to Burke Financial Strategies.

John currently holds securities and insurance licenses, but his passion is for financial planning. He is excited about joining our team and looks forward to helping clients prepare for their financial futures.

He resides in Morris Plains, New Jersey with his wife Tara and two sons, Sean and Brian.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Melissa Cipolletta
Operations Manager

Melissa Cipolletta

Operations Manager

Melissa.Cipolletta@BurkeFinancialStrategies.com

Melissa Cipolletta serves as the team’s operations manager and brings 17 years of experience in the financial world to this position.

Melissa was previously affiliated with Midwood Securities, Inc., Freehold, New Jersey, where she was a sales trader assistant and registered options principal. In those positions she maintained client contacts and records, executed trades, worked with clearing firms to ensure trade settlement, assisted the operations department and supervised options trading. Prior to that, she was affiliated with Oppenheimer & Co. in New York City and First Fidelity Bank.

Melissa is a registered representative and holds several key licenses that add value to the team’s operations. She graduated from William Paterson University with a Bachelor of Science in Business Administration with a concentration in finance. Currently, she lives in Monroe Township with her husband – who also hails from a long career in finance – and their two children.

Camille Dvorsky
Sales Assistant

Camille Dvorsky

Sales Assistant

camille.dvorsky@burkefinancialstrategies.com

Anthony Caggiano, CFP®
Financial Advisor

Anthony Caggiano, CFP®

CERTIFIED FINANCIAL PLANNER™

Financial Advisor

anthony.caggiano@burkefinancialstrategies.com

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.