Berkshire Money Management’s Sarah Curtiss, Carla Cowdrey Earn Designation

DALTON — Berkshire Money Management (BMM) announced that Sarah Curtiss, front office coordinator, and Carla Cowdrey, office support specialist, have each earned the financial paraplanner qualified professional (FPQP) designation. This expanded role strengthens BMM’s ability to deliver a supportive, proactive, and human client experience. When clients call, they aren’t speaking with a customer service representative — they’re connecting with a trained financial professional who is ready to help.

The FPQP designation provides a strong foundation in personal financial planning for professionals who support advisory teams and client relationships. The training covers core areas of financial planning — retirement, investments, insurance, tax, and estate planning — giving designees the skills to analyze client information and support holistic planning.

“Berkshire Money Management is committed to supporting and encouraging professional growth, providing team members with opportunities to expand their knowledge, skills, and credentials in service of our clients,” said Allen Harris, founder and CEO of BMM. “Sarah and Carla play an essential role in the client experience, and earning the FPQP designation reflects their dedication to delivering thoughtful, high-quality support to both our clients and advisory team.”

Curtiss joined BMM in 2024 and is based in the Great Barrington office. In her role as front office coordinator, she is often the first point of contact for clients and visitors. Known for her warmth, organization, and multi-tasking skills, she helps create a welcoming experience while also supporting the firm’s social media efforts, scheduling appointments and more.

Cowdrey has been in BMM’s Dalton office for four years, where she is known for her organization, reliability, and genuine care for others. As the office support specialist, she is a go-to resource for both clients and colleagues. She plans to use the skills gained through the FPQP program to perform paraplanning tasks, such as shepherding clients through the Social Security sign-up process, in support of the firm’s financial planning team.