Team

 

Craig Bernard, CFP®, ChFC, CLU

Founder, Managing Partner

(203) 245-3131

(203) 245-2508

craig@madisonfinancialplan.com

Craig 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@madisonfinancialplan.com

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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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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