Broker Check

Team

 

Mr. Bernard has 30 years of experience within the financial services field, working with businesses, individuals and municipalities. He graduated from Central Connecticut State University where he earned a degree in business...

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Kim Z. Chorney, CFP®

Partner, Certified Financial Planner™

(203) 245-3131

(203) 245-2508

Kim is a partner of Madison Financial Planning. She has 22 years of experience within the financial services field working with individual investors, families and business owners. She graduated from Bucknell University and earned a...

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Mark Ferris, CFP®

CERTIFIED FINANCIAL PLANNER™

(203) 245-3131

(203) 245-2508

Mark has nearly 25 years of experience in the financial services field working with individuals and businesses. He graduated from the United States Air Force Academy with a degree in Engineering and the University of Pittsburgh with a...

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Jean Ferris

Client Services Specialist

(203) 245-3131

(203) 245-2508

Jean serves as a client services specialist at Madison Financial Planning. Jean works with new and existing clients to ensure that they receive the outstanding service for which the firm is known. These responsibilities include opening...

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Connie Velander serves as the Client Services Manager for Madison Financial Planning. In addition to her operational responsibilities, Connie works with new and existing clients to ensure that they receive the outstanding service for...

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