Meet the Team

For over 40 years Madison Financial Planning has specialized in providing comprehensive wealth management services to individuals, families and business owners. Our team is committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build.

Craig A. Bernard, CFP®, ChFC, CLU

Founder, Managing Partner

(203) 245-3131

(203) 245-2508

craig@madisonfinancialplanners.com

Craig is the founder and President of Madison Financial Planning. He has 35 years of experience within the financial services field working with both individuals and businesses. He is a graduate of Central Connecticut State University..

Kim Chorney, CFP®

Partner, Certified Financial Planner™

(203) 245-3131

(203) 245-2508

kim@madisonfinancialplanners.com

Kim is a partner of Madison Financial Planning. She has 24 years of experience within the financial services field working with both individual investors and business owners. She is a graduate of Bucknell University...

Annette Beckwith

Client Service Manager

(203) 245-3131

(203) 245-2508

annette@madisonfinancialplanners.com

Annette serves as the Client Service Manager with Madison Financial Planning, where she is dedicated to delivering exceptional service to both our existing clients and those just beginning their journey with us. She plays a key role in...

Robert Labulis

Paraplanner

(203) 245-3131

(203) 245-2508

robert@madisonfinancialplanners.com

Robert serves as a Paraplanner at Madison Financial Planning and is often referred to as our “Swiss Army knife” for the many ways he supports our team. He plays a key role behind the scenes, assisting in the preparation of...

Jan Scott

Marketing Assistant

jan@madisonfinancialplanners.com

Jan supports the marketing efforts of our office which includes managing our digital content, coordinating client communications and appreciation events and supporting brand-building initiatives that drive client engagement and...

Terri Testa

Business Support

(203) 245-3131

(203) 245-2508

terri@madisonfinancialplanners.com

Terri supports the annuity business of Madison Financial Planning. She lives with her husband Mike and three children in Madison. She loves spending time on her boat and with her family- especially her grandson Simon.