Your Client Service Team |
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Personal service and professional expertise are core principles at our firm. Our clients are served on a team basis by Bruce Berno, our Client Service Director, partnered with Donna Ellis, and supported by Mary Dicker, Client Service Assistant. Formal Continuing Education and professional development are high priorities to ensure high quality service for our clients. We are fortunate to have a long tenured staff with very little personnel turn-over since our founding in 1993.
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Bruce J. Berno
Certified Financial Planner™
NAPFA Registered Financial Advisor
President
Client Service Director
513-474-9191 ext. 1
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Bruce founded Berno Financial Mgt, Inc. in July 1993 at the age of 33. His primary goal was to provide completely independent, unbiased investment advice and comprehensive personal financial planning.
Close personal relationships and attention to detail were high priorities and these principals continue to guide the firm today.
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Donna L. Ellis
Certified Financial Planner™
Client Service Advisor
513-474-9191 ext. 2
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Donna began working for Berno Financial Management, Inc in November 1997. She earned her Registered Paraplanner designation in May 1999.
Donna continued her studies and completed her Certified Financial Planner™ (CFP®) professional accreditation in 2005.
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Mary A. Dicker
Registered ParaPlanner
Client Service Assistant
513-474-9191 ext. 3
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Mary joined Berno Financial Management, Inc. in January 2005 as a Client Service Assistant. Mary has been working towards obtaining the Registered Para Planner designation and is fully certified.
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About Berno Financial Management, Inc.
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