Your Client Services 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 Kathleen Blain, Client Service Advisor, and Tricia M. Smith, Client Service Assistant. Formal continuing education and professional development are high priorities to ensure high quality service for our clients.
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Bruce J. Berno
CERTIFIED FINANCIAL PLANNER™ professional
NAPFA-Registered Financial Advisor
President, Client Service Director
513-474-9191 ext. 1 (Contact Us)
Bruce Berno is the President and Client Service Director for Berno Financial Management. He founded the firm in 1993 with the goal of providing completely independent, unbiased investment advice and comprehensive personal financial planning.
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Donna L. Ellis
CERTIFIED FINANCIAL PLANNER™ professional
Client Service Advisor
513-474-9191 ext. 2
(Contact Us)
Donna Ellis has been with Berno Financial Management, Inc., since November 1997. She focuses on portfolio management for clients, investment research for client education, and analysis of current and prospective investments. Donna enjoys working with clients and helping them identify and reach their financial goals.
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Kathleen Blain
Client Service Advisor
513-474-9191 ext. 4 (Contact Us)
Kathy joined Berno Financial Management in August 2010 as a Client Service Advisor. She enjoys working with clients to help them achieve their financial goals.
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Tricia M. Smith
Client Service Assistant
513-474-9191 ext. 3 (Contact Us)
Tricia M. Smith joined Berno Financial Management in 2011 as a Client Service Assistant. She supports the Berno Financial Management team with a variety of operational and administrative duties.
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