Our Team

For over 35 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@madisonfinancialplan.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..

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Kim Chorney, CFP®

Partner, Certified Financial Planner™

(203) 245-3131

(203) 245-2508

kim@madisonfinancialplan.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...

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Terri Testa

Client Service Manager

203-245-3131

203-245-2508

terri@madisonfinancialplan.com

Terri serves as a client services manager at Madison Financial Planning. Terri 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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