Our Team

Irene Berner, CFP®


(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™ and a CERTIFIED DIVORCE FINANCIAL ANALYST™. Irene...

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Cheryl Benoit

Administrative Assistant




Cheryl Benoit joined Berner Financial Services in 1999 as an Administrative Assistant. The cheerful voice at the other end of the phone, Cheryl is always available to help with client inquiries and requests, process paperwork and other...
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Daisy & Max


Daisy and Max joined Berner Financial Services in September 2004 at the tender age of 8 weeks. When not sleeping, they serve the important function of greeting and providing love to those that walk through our doors.

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Client Centered

As experienced financial professionals, our focus is to understand the challenges individuals and families face and to provide personalized guidance that puts your goals first.  When you call or visit the office, you'll meet experienced professionals who really listen and take the time to understand your needs before developing a strategy or investment recommendations.  And, because we are independent, our clients always come first.

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