Our Team

Irene Berner, CFP®

Founder

(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...

Cheryl Benoit

Administrative Assistant

845-256-1950

845-256-1952

cheryl.benoit@lpl.com

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...

Max

845-256-1950

Max is in charge of holding down the fort at our satellite office. At 16 years old, he takes this responsibility seriously. You will see him staring Irene down over dinner and occasionally coming through during a video call to say hello.

Buddy

Buddy has been a member of Berner Financial Services since 2018. He serves as the happy horse who greets Irene on her morning runs. He ensures she starts her day off with a smile.

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.