Broker Check

Team

 

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 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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Terri Testa

Client Service Manager

203-245-3131

203-245-2508

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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