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.
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
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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.
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Raymond James does not provide tax service or tax advice.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.
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CERTIFIED FINANCIAL PLANNER™
Financial Advisor
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.
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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.
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Melissa Montalvo serves as a Financial Advisor for the office. She is passionate about helping motivate individuals to make wise financial and investment decisions, so they can live with purpose and give in abundance now and in years to come. She started her career on Wall Street as an operations analyst for Perella Weinberg Partners Asset Management in New York City where she learned from well-respected Portfolio Managers and Investment Bankers.
Melissa then joined Fidelity Investments so that she could move to the client-facing side of the business. While working for this large retail investment firm, she helped hundreds of clients save and invest through personal investment accounts and workplace savings plans. Her desire has always been to build long-term relationships, earn high customer loyalty, and provide professional investment and financial guidance. In her 10 years with Fidelity, she advanced to become a financial advisor covering clients with almost $400 million in investments and provided financial planning to over 400 families.
Melissa graduated from Lehigh University with a Bachelor of Science in Business and Economics majoring in Finance and minoring in Real Estate. She has also earned the CERTIFIED FINANCIAL PLANNER™ designation.
Melissa resides in Cranford, where she is an active member at CrossFit KOA and FAITH RX’D. She was a collegiate Division 1 Student Athlete, and is an avid half marathon runner. Combining her faith and fitness, she pursues a lifestyle characterized by intensive exercise and sound nutrition. Over the years, she has given back to the community as a high school mentor through Young Life, and as a soccer coach. She is an original Circle of Hope Member of Imagine which provides free, year-round grief support for children, families and communities. As a member of Renaissance Church in Summit, she volunteers and advocates for World Vision and Women’s Small Groups. In her free time she will walk around the greatest city in the world while visiting her brother and wife in NYC and along the beautiful jersey shore, where her parents reside.
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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.
CERTIFIED FINANCIAL PLANNER™
Financial Planner
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.
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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.
Check the background of this investment professional on FINRA’s BrokerCheck