Our Team

Our Team

Irene Berner, MBA, CFP®, CDFA®


(845) 256-1950

(845) 256-1952


Irene Berner, CFP®, is the Founder of Berner Financial Services. Irene has worked in the financial industry since 1986. She is a CERTIFIED FINANCIAL PLANNER™ professional and a CERTIFIED DIVORCE FINANCIAL ANALYST™. Irene...

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CMO (Chief Motivational Officer)

Lexi lives on a local farm with her 2 sisters, Mary the (not-so-little) lamb, and a family of peacocks! The farm is on Irene’s regular running route. Irene often runs with a stash of apples, which coincidentally happen...

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Communications Director

Rosie joined Berner Financial Services in August 2021, after transferring from another branch.  Rosie is 8 years old and has VERY soft fur. Her melodious and resounding meow makes her perfectly qualified for her role as...

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Gone But Never Forgotten 



Max was the Berner Financial Official Greeter for 10 years. He took his responsibility very seriously and was always ready and willing to sit at the table and break bread with our clients.  He is missed very dearly.

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Buddy was a member of Berner Financial Services from 2018 to 2021. He was the happy horse who greeted Irene on her morning runs and started her day off with a smile.

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