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MCLA Receives $1.2 Million for Early Education Center

NORTH ADAMS — U.S. Rep. Richard Neal joined Massachusetts College of Liberal Arts (MCLA) President James Birge; North Adams Mayor Jennifer Macksey; MCLA students, faculty, and staff; and state and local officials to announce $1.2 million in federal funding for the MCLA Early Education Center. This allocation was made possible through congressionally directed spending from the U.S. Department of Housing and Urban Development. Neal included funding for this project in the FY 2026 spending bill. The Early Education Center will provide a space that meets the needs of working families throughout North County, while creating workforce development opportunities for students pursuing careers in early education. These funds will allow MCLA to renovate its Church Street Center into a high-quality facility that provides dedicated space for early education partners throughout North County. This space will provide a learning lab for students and childcare services for the campus and local community, benefiting a minimum of 30 families and reinstating 12 to 15 early childhood educator/staff positions.

Ryse Dance Fitness Studio Opens in East Longmeadow

EAST LONGMEADOW — Ryse Dance Fitness, a new dance and fitness studio founded by lifelong dancer and instructor Lyndsay Rysedorph, opened its doors to the community on May 30, offering dynamic classes designed to inspire confidence, strength, and joy through movement. With more than 30 years of dance experience and a passion for helping students grow both physically and mentally, Rysedorph created Ryse Dance Fitness as a welcoming environment where adults of all experience levels can feel empowered throughout their dance and fitness journeys. Ryse Dance Fitness offers classes for adults at every level, from complete beginners to advanced dancers and fitness enthusiasts. With a variety of dance and movement-based fitness offerings, students can find classes that meet them wherever they are in their journey while building strength, confidence, coordination, and self-expression along the way. In addition to dance and fitness classes, Ryse Dance Fitness also offers stretching and recovery-focused classes designed to help participants care for their bodies between more rigorous workouts and dance sessions. The studio will further expand its offerings with private lessons, birthday party packages, and studio space rentals available by appointment.

GCC to Expand Digital Access Following State Grant Award

GREENFIELD — Greenfield Community College (GCC) announced it has been selected as a beneficiary of the Connected and Online Program, a statewide initiative led by the Massachusetts Broadband Institute (MBI), a division of the Massachusetts Technology Collaborative (MassTech). This initiative aims to bridge the digital divide by distributing internet-enabled devices to essential community organizations across the Commonwealth. Through this grant, GCC will receive a significant influx of technology to support its students, including 60 Dell laptops, 68 Dell Chromebooks, and 20 accessible keyboards and computer mice. The Connected and Online Program is a $28.5 million initiative funded through the U.S. Treasury’s Capital Projects Fund. It is specifically designed to increase access to education, workforce development, and healthcare services with a particular focus on rural communities like those served by GCC. These new devices will be integrated into GCC’s tech lending library, which also includes Wi-Fi hotspots and other tech equipment, all of which bolster the college’s ability to provide equitable access to education. Additionally, they will help students access teletherapy services offered by GCC’s Wellness Center, as well as virtual appointments with GCC’s peer tutors, advisors, faculty, and more.

Berkshire Money Management Recognized by USA Today

DALTON — Berkshire Money Management has been recognized on USA Today’s list of the Best Financial Advisory Firms 2026. Berkshire Money Management appears to be the only Massachusetts-based firm west of Worcester to be included on this year’s list. This award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list can be viewed at usatoday.com. The Best Financial Advisory Firms 2026 list awards the top registered investment advisory (RIA) firms in the U.S. based on two dimensions: recommendations from financial advisors, clients, and industry experts, and both short-term (12-month) and long-term (5-year) AUM development analyzed using publicly available data. To be eligible for the award, firms must be registered as an investment advisory firm (RIA firm) with the SEC and/or at state level for at least one year, maintain a principal office in the U.S., have a clean disciplinary record, provide financial planning or portfolio management services to individuals and/or small businesses, and manage more than $500,000 in AUM.

Five CPA Societies Merge into New England Society of CPAs

BOSTON — The boards of directors and members of the state CPA societies of Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont have approved a merger to form the New England Society of CPAs, effective July 1. The regional organization is designed to expand value for members while building a stronger, more sustainable future for the profession. The merger unites five state societies into one member-focused organization that will provide enhanced advocacy, expanded learning opportunities, broader peer networks, and increased resources for accounting and finance professionals, their organizations, and future talent entering the profession. State-specific advocacy and local member engagement will remain a central focus, guided by local leadership, committees, and member communities in each state. The merger also strengthens the profession’s ability to address one of its greatest challenges: building the future CPA pipeline. By combining resources and expertise across the region, the organization will have greater capacity to expand outreach efforts that engage students and future CPAs and elevate awareness of accounting career opportunities throughout New England. The new society will maintain existing staff across the five states and is expected to have 14,500 members at its inception.

Bay Path Receives $100,000 to Advance Early Literacy

LONGMEADOW — Bay Path University has received a $100,000 grant from the Irene E. and George A. Davis Foundation to support the university’s Bay Path Encircled Literacy Initiative, a one-year pilot program designed to strengthen early literacy instruction in Springfield Public Schools. The initiative will focus on equipping teachers and paraprofessionals from the same classrooms with shared training in the science of reading, an evidence-based approach to literacy instruction. By training educators together, the program aims to create consistent classroom literacy practices, enhance educator preparedness, and improve reading outcomes for students across underserved communities. The Bay Path Encircled Literacy Initiative is designed to serve as a scalable model that can be expanded to additional schools and districts in the future. Through collaborative professional development and practical classroom application, the program seeks to strengthen foundational literacy skills during the critical early years of learning. The pilot program will launch during the upcoming academic year and will bring together classroom teachers and paraprofessionals in a unified approach to literacy instruction rooted in research and best practices.

Country Bank Donates $5,000 to Support United Way, MSBDC

WARE — Country Bank recently donated $2,500 each to the United Way of Pioneer Valley and the Massachusetts Small Business Development Center (MSBDC) in support of their ongoing efforts to strengthen local communities and small businesses throughout the region. Country Bank has long supported the United Way of Pioneer Valley through both financial contributions and volunteerism. The United Way continues to make a meaningful impact across the region by supporting programs and initiatives focused on education, financial stability, health, and basic needs for individuals and families throughout Western Mass. The bank also supports the MSBDC at UMass Amherst, an organization dedicated to helping small business owners and entrepreneurs succeed through educational programs, mentoring, workshops, and strategic business guidance. Through these resources, businesses gain valuable tools and insight to help them grow, strengthen operations, and prepare for long-term success. Country Bank values partnerships that foster economic growth and create opportunities for local businesses and entrepreneurs. Organizations like the MSBDC help provide business owners with the support and knowledge needed to build strong, sustainable businesses that positively impact the communities they serve.

Springfield Thunderbirds Raise $28,000 for Rays of Hope

SPRINGFIELD — The Springfield Thunderbirds and the T-Birds Foundation announced a donation of $28,000 to Rays of Hope as a result of proceeds from the live jersey auction and fundraising elements from the T-Birds’ Pink in the Rink game on March 7. The team welcomed a capacity crowd of 6,793 fans for the ninth annual Pink in the Rink game, raising another impactful total through auctions of the team’s pink-themed, game-worn jerseys. Established during the Thunderbirds’ inaugural 2016-17 season, Pink in the Rink marks the launch of the Rays of Hope fundraising campaign each March, shining a spotlight on breast cancer awareness outside the traditional October awareness month. Each year, those fundraising efforts culminate with the annual Rays of Hope Walk & Run in downtown Springfield each October. Since the tradition began, the Thunderbirds have helped raise more than $200,000 for Rays of Hope, with every dollar staying local in Western Mass. to support patients, families, and the ongoing pursuit of a cure.

Advance Psychotherapy Practice Opens Expanded Location

LONGMEADOW — Advance Psychotherapy Practice announced the opening of its new expanded office in Longmeadow, located at 171 Dwight Road, Suite 203. The new Longmeadow office allows Advance Psychotherapy Practice to continue growing its presence in Western Mass. while offering a more accessible and expanded space for clients in Longmeadow, Greater Springfield, Enfield, and surrounding communities. As part of this expansion, the Longmeadow team is also looking for experienced psychotherapists to join its growing clinical team. Advance Longmeadow will provide compassionate, professional psychotherapy services for individuals, couples, families, children, and teens, with care available both in person and remotely. The Longmeadow team is led by Clinical Director Kelly Noga and Clinical Supervisor Katelyn Tower, alongside a group of experienced and specialized psychotherapists.

Window World of Western Mass. Recognized for Customer Service

BELCHERTOWN — Window World of Western Massachusetts received the 2026 Guildmaster Award from GuildQuality for demonstrating exceptional customer service within the residential construction industry. Out of nearly 2,000 eligible applicants, Window World of Western Massachusetts is recognized for consistently delivering superior customer care by achieving a recommendation rate of 90% or above from its customers surveyed by GuildQuality. In determining which businesses receive the 2026 Guildmaster Award, GuildQuality reviewed thousands of survey responses submitted by customers of Guildmaster candidates and considered two primary metrics for each candidate: the percentage of customers stating they would recommend the business to a friend, and the percentage of customers who responded.

ILI Raises More Than $36,000 to Support Free Programs

NORTHAMPTON — The International Language Institute of Massachusetts (ILI) raised more than $36,000 at its annual Giving Voice fundraiser on May 13 at the Northampton Center for the Arts. More than 150 community members, educators, business leaders, and supporters attended the event, which featured silent and live auctions showcasing donations from local businesses, artists, and community partners. Proceeds will support ILI’s Free English Program, which provides English language instruction and literacy services to immigrants and refugees throughout the region. The event was supported by corporate sponsors Dean’s Beans Organic Coffee, Greenfield Savings Bank, and Gateway Fiber, as well as numerous local businesses, artists, and individuals who contributed auction items and other support.

AIC Launches Redesigned MBA, New Data Analytics Programs

SPRINGFIELD — American International College (AIC) has introduced a redesigned master of business administration (MBA) program alongside new graduate offerings in data analytics to prepare professionals for leadership in increasingly data-driven industries. The redesigned MBA blends leadership preparation with analytics and evidence-based decision making across core business disciplines, including finance, marketing, operations, organizational leadership, and supply chain management. The MBA program reflects growing employer demand for leaders who can pair strategic thinking with data-informed decision making. Designed for working professionals and emerging leaders, the MBA is offered in online and hybrid formats with accelerated seven-week courses and entry points in the fall, spring, and summer. Students may complete the program in as little as one year. In addition, AIC is introducing a new master of science in data analytics program and a combined MBA/MS in data analytics pathway. The MS in data analytics prepares students to apply predictive modeling, machine learning, enterprise analytics, and data visualization to real-world organizational challenges. The combined MBA/MS in data analytics pathway prepares professionals to pair executive leadership skills with advanced analytics expertise. Applications are now being accepted for upcoming fall, spring, and summer entry points.

Custom-built Benches, Tables Donated to Irish Cultural Center

SPRINGFIELD — 94.7 WMAS and Audacy Springfield announced the donation of five picnic tables and four garden benches to the Irish Cultural Center of Western New England. This contribution aims to enhance the community experience at the center’s expansive athletic fields, providing comfortable seating for patrons, athletes, and families. The furniture carries a unique story of local craftsmanship and education. The pieces were hand-built during the Original Western Mass Home and Garden Show held at the Eastern States Exposition in March. The construction was a collaborative effort between students from Westover Job Corps and the Home Builders Institute, showcasing the skills of future tradespeople to thousands of event attendees. The Irish Cultural Center, located in West Springfield, serves as a hub for cultural preservation, sports, and community gatherings. The addition of these five picnic tables and four garden benches will provide much-needed infrastructure for the athletic fields, which host a variety of matches and community events throughout the year.

United Way of Pioneer Valley, White Lion Launch United Brew

SPRINGFIELD — United Way of Pioneer Valley (UWPV) and White Lion Brewing Co. announced a new community partnership with the launch of United Brew. Proceeds from this collaboration beer will directly support United Way’s mission across Western Mass. The public was invited to celebrate the launch on June 17, the event marking the official debut of the partnership and giving community members a chance to give back, one brew at a time. All proceeds from United Brew sales will benefit United Way of Pioneer Valley’s work connecting residents with the programs, resources, and support they need to thrive.

Beacon Bank Named Among America’s Best Regional Banks

PITTSFIELD — Beacon Bank has been recognized by Newsweek as one of America’s best regional banks for 2026, receiving the highest possible rating of five stars. Beacon Bank was selected from more than 8,800 banks and credit unions across the country that are committed to powering local economies by supporting businesses, financing community projects, and providing reliable access to everyday banking services. Results were based on a comprehensive research study that combined, among other metrics, financial benchmarking, a large-scale independent customer survey, and millions of digital reviews.

T-Birds, Sheriff’s Office Donate $5,000 to YWCA

SPRINGFIELD — The Springfield Thunderbirds, in partnership with the Hampden County Sheriff’s Office, recently presented a donation of $5,000 to the YWCA of Western Massachusetts prior to a T-Birds playoff game. The donation marked the culmination of the organizations’ collaboration for Domestic Violence Awareness Night on April 4 inside the Thunderdome. Proceeds were raised via online auction of specialty warmup jerseys that the Thunderbirds wore that evening. Founded in 1868, the YWCA of Western Massachusetts has spent more than 155 years serving the region. Central to its mission is supporting survivors of domestic violence and sexual assault, while working to eliminate racism, empower women, and promote peace, justice, freedom, and dignity for all. Each year, the organization provides critical services to nearly 12,000 individuals across Western Massachusetts.

ECI, Route 20 Host Fundraiser to Support Local Veterans

WILBRAHAM — Two family‑owned Wilbraham businesses came together on May 20 to host a community fundraiser supporting local veterans, raising nearly $7,000 in a single evening. The event drew an enthusiastic crowd of residents and supporters, far exceeding expectations for its inaugural year. The fundraiser, co‑hosted by ECI and Route 20, was created to provide short-term financial assistance to veterans and their dependents for food, utility expenses, and transportation, offering critical support during difficult times. Throughout the evening, guests enjoyed food, celebrity bartenders (including Bax at Rock 102 and Leah Rantz at Lazer 99.3), raffles, live music, and opportunities to connect with local veterans. Organizers said the event’s success has already sparked interest in making the fundraiser an annual tradition.

Farm Credit East Cares Donates $40,000 to Mental Health Efforts

ENFIELD, Conn. — In conjunction with Mental Health Awareness Month, Farm Credit East announced that its Farm Credit East Cares Community Fund donated $40,000 to rural mental health initiatives throughout the Northeast. Multiple organizations across Farm Credit East’s eight-state territory of New York, New Jersey, and New England will receive funds to support their work in providing mental health resources to rural communities. Agriculture faces unique stressors like weather and economic uncertainty, coupled with the demanding nature of farm work. Dedicated resources to support the well-being of farmers, fishers, foresters, and their families are critical to manage these challenges. The Farm Credit East Cares Community Fund was established by Farm Credit East employees who raise contributions with a Farm Credit East match. The fund’s primary intent is to provide support for farm families and organizations impacted by disasters. Since 2011, Farm Credit East Cares has donated more than $1.5 million.

Daily News

DALTON — Berkshire Money Management, a financial advising firm with offices in Dalton, Great Barrington, and Williamstown, has been recognized on USA Today’s list of the Best Financial Advisory Firms 2026. Berkshire Money Management appears to be the only Massachusetts-based firm west of Worcester to be included on this year’s list. This award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list can be viewed at usatoday.com.

The Best Financial Advisory Firms 2026 list awards the top registered investment advisory (RIA) firms in the U.S. based on two dimensions: recommendations from financial advisors, clients, and industry experts, and both short-term (12-month) and long-term (5-year) AUM development analyzed using publicly available data.

“We’re honored to be named to USA Today’s 2026 list of Best Financial Advisory Firms,” said Natalie Wheeler, president and chief operating officer. “This recognition is a credit to the entire Berkshire Money Management team and the thoughtful work they do every day as we strive to provide the best financial guidance and support to our clients.”

To be eligible for the award, firms must be registered as an investment advisory firm (RIA firm) with the SEC and/or at state level for at least one year, maintain a principal office in the U.S., have a clean disciplinary record, provide financial planning or portfolio management services to individuals and/or small businesses, and manage more than $500,000 in AUM.

According to the Financial Industry Regulatory Authority’s 2025 Industry Snapshot, there were 32,090 SEC-registered investment advisor firms in 2024. According to the North American Securities Administrators Assoc. 2025 Investment Adviser Section Annual Report, there were 16,575 state-registered investment advisers by home state as of Dec. 31, 2024.

“Our goal was never to be the best local option for Berkshire County — we want to be the best option, period,” said Allen Harris, founder and CEO of Berkshire Money Management. “After 25 years, we’re still continually learning, growing, and evolving to provide modern, highly skilled financial advice and planning services for our clients in the Berkshires and beyond.”

Daily News

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.

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DALTON — Berkshire Money Management (BMM) announced that Financial Advisor Michael O’Brien has earned the chartered retirement planning counselor (CRPC) designation, further strengthening the firm’s ability to support clients as they approach retirement with confidence.

The CRPC designation focuses on real-world retirement strategies, income planning, and the key decisions individuals face as they transition into their next chapter. Known for his calm, approachable style, O’Brien helps clients cut through financial noise and focus on clear, practical planning.

“I pursued the CRPC because retirement isn’t just about numbers; it’s about helping people feel confident in the choices they’re making,” he said. “This training allows me to better guide clients through income planning, risk management, and the real-life decisions that shape a secure and fulfilling retirement.”

O’Brien works closely with hardworking savers — especially nurses, business owners, and tradespeople — to help them see their best-case scenarios while protecting against unnecessary risk. His collaborative approach emphasizes transparency, clarity, and long-term confidence.

He joined BMM as a financial paraplanner and junior advisor in 2024. He holds a bachelor’s degree in communications with a minor in Spanish from Massachusetts College of Liberal Arts, and is also a licensed property and casualty insurance agent.

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DALTON — Berkshire Money Management (BMM) announced that Financial Advisor PJ Gagne has joined the firm. He brings a grounded, values-based approach to financial planning, helping professionals and business owners in their 50s and 60s answer life’s biggest financial questions and move toward retirement with clarity and confidence.

Gagne specializes in guiding clients through pivotal decisions, such as when to take Social Security, how to protect their children’s future, and how to turn a lifetime of hard work into long-term financial security. His collaborative planning style helps clients understand their best-case scenarios while preparing for uncertainties. He holds a bachelor’s degree in economics from Fairfield University and is an accredited investment fiduciary.

“PJ’s ability to simplify complex decisions and help clients move forward confidently makes him a tremendous addition to our team,” said Allen Harris, founder and CEO of Berkshire Money Management. “His expertise will support our continued growth as we expand services across the region and open our new Williamstown office.”

Daily News

WILLIAMSTOWN — Berkshire Money Management (BMM), a fixture in the Central and Southern Berkshires, will open a new office at 136 Water St. in Williamstown later this year to better serve clients and neighbors in the Northern Berkshires and Southern Vermont.

The move expands BMM’s physical presence across Berkshire County — with offices now in Dalton, Great Barrington, and Williamstown — so clients can meet with their advisors close to home, wherever they live. The Water Street location, just around the corner from Spring Street and the Williams College campus, brings the firm’s financial planning expertise to the heart of Williamstown’s business district.

Advisors will begin meeting clients in Williamstown by appointment later this year, with a grand opening planned for early 2026.

The building is owned by BMM co-founder and Chief Engagement Officer Stacey Carver, who purchased the property earlier this year, a personal investment that reflects both her and the firm’s long-term commitment to the region.

“The property is in great shape,” Carver said. “We’re making a few cosmetic updates, including new flooring and fresh furniture, but we’re nearly ready to welcome clients. We’re excited to become part of everyday life in Williamstown.”

Allen Harris, founder and CEO of Berkshire Money Management, said the new office represents the firm’s ongoing effort to stay close to the people it serves.

“BMM has always strived to meet people where they are — what are the challenges their family is facing? What goals can we help them reach?” Harris explained. “Investing in Williamstown lets us literally meet our clients and neighbors where they are, right in their own community.

“I see this less as a business expansion and more of a commitment,” he continued. “We’re committed to all of Berkshire County, from Sheffield to Clarksburg, and now our physical footprint will reflect that.”

The Williamstown office will be the home base of Financial Advisor Brendan Bullett, who joined BMM earlier this fall. Bullett was born and raised in North Adams and has nearly two decades of experience helping employees of Williams College, North Adams Regional Hospital, Berkshire Health Systems, and other local organizations make the transition from saving for retirement to retiring with confidence. He will be joined by a full-time office support specialist.

The BMM team isn’t waiting for a grand opening to become a part of the community. The firm recently joined the Williamstown Chamber of Commerce and is actively seeking ways to support local organizations and causes through sponsorships and community partnerships. Groups in the Northern Berkshires interested in sponsorship support can reach out to [email protected] for more information.

“We may not be officially open just yet, but we’re very happy to be here,” Carver said. “If you see us on Water Street or around town, I hope you’ll say hello.”

Daily News

DALTON — Berkshire Money Management (BMM) announced that Brendan Bullett has joined its team as a financial advisor. He brings more than 20 years of experience helping Berkshire County residents navigate the transition from saving for retirement to retiring with confidence.

Bullett’s experience and local roots enhance BMM’s ability to serve the growing number of people seeking retirement guidance in the Berkshires, especially in Northern Berkshire County. He has extensive experience leading employees of Williams College and Berkshire Health Systems into confident retirements and provided vital support to nurses and hospital staff who faced unexpected retirement transitions following the closure of North Adams Regional Hospital in 2014.

“Brendan has built his career on helping people retire with clarity and confidence,” said Allen Harris, founder and CEO of Berkshire Money Management. “His experience working with families and professionals across Northern Berkshire County makes him a natural fit for our team as we continue to grow our presence in that area and expand our capacity to serve the community.”

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DALTON — Berkshire Money Management (BMM), a financial and retirement-planning firm with offices in Dalton and Great Barrington, announced two new additions to its operations team: Sarah Curtiss and Jacqueline Ferry.

As front office coordinator at BMM’s Great Barrington office, Curtiss strives to create a friendly, welcoming, and helpful atmosphere for visitors and callers alike. She brings to the team 22 years of experience in multi-tasking, customer service, and office administration developed while onboarding Snowsports instructors and managing the Reservations department at Ski Butternut. She earned her bachelor’s degree in wildlife and fisheries biology at the University of Vermont.

As operations support partner, Ferry supports day-to-day operations and compliance efforts while providing key support to BMM’s chief operating officer. Before joining Berkshire Money Management, she honed her affinity for data analysis and sharp attention to detail during a seven-year tenure in program support and case management at Berkshire Health Systems. She earned master’s degrees in criminal justice and forensic psychology from Arizona State University.

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DALTON — Berkshire Money Management (BMM), a financial and retirement planning firm with offices in Dalton and Great Barrington, announced that Michael O’Brien has joined the team as a financial paraplanner.

Most recently, O’Brien worked in the insurance industry. He has a strong background in client service and financial planning, with experience helping high-net-worth individuals protect their assets and their futures. He is a licensed property and casualty insurance agent and is currently studying for the Series 65 exam so he can advance into a junior advising role. At BMM, he is focused on supporting the director of Financial Planning and learning how to deliver personalized service to the firm’s clients.

“Success is a team sport,” said Natalie Wheeler, chief operating officer at Berkshire Money Management. “We’re excited to see Mike bring his talents to the table and grow with us. Stay tuned for updates as he continues to hit the ground running.”

O’Brien is a former Mr. Taconic and 2024 graduate of the Berkshire Leadership Program and holds a bachelor’s degree in communications with a minor in Spanish from Massachusetts College of Liberal Arts.

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GREAT BARRINGTON — Berkshire Money Management welcomed two new staff members to its Great Barrington office: Operations Support Partner Katrina Fitzpatrick and Front Office Coordinator Lusha Martin.

Fitzpatrick’s goal is to continuously make Berkshire Money Management and its processes more efficient. She works closely with Chief Operating Officer Natalie Wheeler to assess company needs and identify opportunities for improvement, while and developing strategies for addressing both.

Fitzpatrick is a graduate of Westfield State University, where she earned a bachelor’s degree in business management with a concentration in finance and a minor in economics. Prior to joining Berkshire Money Management, she worked as a branch specialist at Greylock Federal Credit Union.

Martin manages the daily needs of Berkshire Money Management’s Great Barrington office, welcomes clients and guests, and manages the phone lines for the Dalton and Great Barrington offices.

Before arriving at Berkshire Money Management, Martin owned and operated Bakin’ Bakery in Sheffield. She also brings more than two decades of experience in office management to the team and is in the process of earning an associate degree in business careers at Berkshire Community College. She has raised funds for various nonprofit organizations, including the National Multiple Sclerosis Society, and she is a member of the board of directors for Stanton Home in Great Barrington.

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DALTON — Berkshire Money Management, a financial and retirement planning firm with offices in Dalton and Great Barrington, congratulates Nate Tomkiewicz on becoming a certified financial planner (CFP) professional. He is also a licensed financial advisor and chartered retirement planning counselor.

Tomkiewicz specializes in retirement planning and maximizing employee benefits for people who have worked hard for their money and want to pass it on to children or charity. He is skilled at identifying opportunities within 401(k), 403(b), and 457 plans. With this knowledge, he helps nurses, doctors, and other professionals in the Berkshires find opportunities they didn’t know they had.

With his new CFP certification, Tomkiewicz is looks forward to tackling a broader set of challenges for his clients, including helping them reduce their tax liabilities, secure their estate for the next generation, and plan a fulfilling retirement.

“Nate understands that retirement readiness goes beyond making the best investments,” said Allen Harris, CEO and chief investment officer at Berkshire Money Management. “Clients seek proactive advice, organization, and implementation, and I am proud of Nate for attaining this credential to help him do these things for our clients.”

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GREAT BARRINGTON — Berkshire Money Management (BMM), a full-service financial-advising firm with offices in Dalton and Great Barrington, announced the expansion of its Great Barrington team with the addition of Airen Wadsworth as front office coordinator.

In that role, he is the first person to welcome guests to the new Great Barrington office at 72 Stockbridge Road. His goal is to help every client and visitor feel comfortable, at home, and part of the BMM culture. He will also support the firm with scheduling, data entry, and other vital tasks. He earned his bachelor’s degree in business administration from MCLA in 2018.

“Our decision to invest in a dedicated front office coordinator in our Great Barrington office underscores our commitment to ensuring exceptional service and efficiency in all aspects of our business,” said Natalie Wheeler, Berkshire Money Management’s chief operating officer. “Airen’s proven ability to manage complex tasks and create a welcoming atmosphere aligns perfectly with our commitment to delivering top-notch service to our clients.”

Berkshire Money Management also bid farewell to its summer intern, Marlon Binns. A graduate of Pittsfield High School, Binns returns this month to the University of California, where he is studying business administration with the aim of pursuing a career in wealth management, investment banking, or financial consulting. He joined the BMM team earlier this summer to learn through firsthand experience what it’s like to work in the wealth-management industry and what aspects he might enjoy most.

During his time with BMM, Binns assisted the team with a variety of tasks, attended meetings, and shadowed colleagues to learn the fundamentals of team operations and client services.

“Hosting interns is a great opportunity to not only support the development of upcoming financial advisors but also to ensure the relevance of BMM in the years to come. Adding fresh eyes helps to identify new technologies and ideas to connect with younger and more diverse clients,” Chief Operating Officer Natalie Wheeler said. “Marlon challenged us to improve every time he asked, ‘why do you do it this way?’ or ‘what does that mean?’ If he didn’t know the answer, our clients may not know either. We are grateful for his time with us and wish him the best as he returns to his studies.”

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DALTON — Berkshire Money Management (BMM) announced that Scott Little, financial advisor and vice president at the firm, has earned the behavioral financial advisor (BFA) designation. Behavioral financial advisors combine financial knowledge with psychology and neuroscience to increase their ability to coach clients in making rational, values-based decisions.

“I wanted to be in a better position to help our clients identify, understand, and manage the emotions surrounding their finances in a way that puts them in the best possible position to achieve their goals,” Little said

Behavioral finance acknowledges that, while numbers are rational, people are not, which can make carrying out financial plans challenging for client and advisor alike. The BFA program was developed by Think 2 Perform to teach advisors to recognize their clients’ emotions and help them stick with their plans, even when those emotions run high. To earn the certification, advisors must complete two multi-part courses on behavioral finance, pass an online proctored exam, and complete 20 hours of continuing education to renew their status every two years.

Little has been helping BMM clients build secure retirements for more than 20 years. He is a licensed financial advisor, a certified elder planning specialist, and now a behavioral financial advisor. He holds a bachelor’s degree in business administration and economics from MCLA.

“Delivering financial advice isn’t all about numbers anymore, if it ever was,” Berkshire Money Management CEO Allen Harris said. “The way we and others in our industry serve our clients has undergone radical transformation over the last two decades. In the next two, the BMM team will continue to adapt with our clients’ needs.”

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DALTON — Berkshire Money Management (BMM), a boutique advisory firm with offices in Dalton and Great Barrington, recently welcomed Brenda Bailly and Tina Archambault as client care specialists. The two new hires join the client care team led by Chelsea Smith, recently promoted to the role of client specialist leader. All three employees play a vital role in providing attentive, personalized service to the clients of Berkshire Money Management.

Bailly, based in the company’s downtown Great Barrington office, brings more than 24 years of experience in financial services and wealth-management operations to her role as client care specialist. Before joining the BMM team, she was a wealth management senior operations specialist at Berkshire Bank, where her responsibilities included client care, opening and closing accounts, audit assistance, system configurations, and more.

A notary, Berkshire Community College graduate, and experienced customer-service professional, Archambault joins the Berkshire Money Management team as client care specialist at the Dalton office. She brings to her new role 25 years in customer service and 16 years of experience in trusts. In her previous role as wealth management operations specialist at Berkshire Bank, she worked with various accounts, including IRAs, trusts, and investment and estate accounts, and was responsible for the opening of new accounts, asset transfers, and other operational tasks.

As part of the client care team, both Bailly and Archambault will assist with client onboarding, scheduling, opening and servicing accounts, facilitating account transactions, building strong relationships, and helping clients with their day-to-day service needs.

“We are proud to celebrate two experienced client care specialists joining our team,” Chief Operating Officer Natalie Wheeler said. “Both Tina and Brenda demonstrate deep client-care expertise, have extensive knowledge, and bring the essentials to the firm’s success moving forward. And, coincidentally, the two worked together for years before joining the BMM family.”

Berkshire Money Management also congratulates Smith on her recent promotion to client specialist leader. She joined BMM in 2021 as a client care specialist. In her new role, she is focused on strengthening BMM’s client care team through coaching, developing new standards and practices, and leading the team in providing exceptional client service. She is a veteran customer-service professional and notary public and has an associate degree from Berkshire Community College in liberal arts with a concentration in business administration.

“Chelsea has shown what an outstanding, versatile leader she is from day one,” said Allen Harris, CEO and founder of Berkshire Money Management. “She not only knows the work, but she recognizes the value of collaboration and continued improvement.

“Our client care specialists and financial planners are equal partners in service of the client, working on a one-to-one ratio,” Harris added. “The client care team is a true business department that, thanks to Chelsea, now has the best leadership.”

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DALTON — Berkshire Money Management (BMM) recently welcomed Julia Lewis to a new position of compliance professional. Her arrival adds internal compliance capacity to the firm’s operations team.

As compliance professional, Lewis is responsible for Berkshire Money Management’s internal compliance program, employee training, and processes and procedures. She brings to the team eight years of experience in the finance industry across the retirement, home-lending, and insurance sectors. Prior to joining Berkshire Money Management, she was the Technical Operations manager at PCS Retirement. She is happy to join the BMM team, where she can be a part of giving back to the community and supporting local growth.

“Julia represents the high caliber of talent and leadership we are building to support the future of our firm and our clients,” Chief Operating Officer Natalie Wheeler said. “Evolving our strategy and fostering a culture of compliance to enable growth are key elements to our strategy, and we’re thrilled to have a wonderful team member like Julia blazing that path for us.”

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DALTON — Berkshire Money Management has welcomed two new members to its team. Angela Elzner joins the firm as a paraplanner in the financial planning department, and Kyle Lyman steps into the role of financial associate.   

Before joining the Berkshire Money Management team, Elzner gained experience serving clients at Wellesley Financial (later known as the Bullfinch Group) and Greylock Investment Group. While at Greylock, she obtained a securities license. Elzner attended MCLA, where she earned a bachelor’s degree in Business Administration. In her role as a paraplanner, Elzner will expand Berkshire Money Management’s capacity to serve its clients and help to improve the financial planning process.  

After graduating from Bryant University in 2020 with a bachelor’s degree in Business Administration, Lyman gained experience at the Bullfinch Group and MDS Wealth Advisors. In his new role as financial associate, he will support the financial advising team in their efforts to provide clients with quality service as he works toward becoming a licensed investment advisor.  

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DALTON — Berkshire Money Management (BMM) recently welcomed Tammy Gaherty to its fast-growing team. Gaherty is the second hire for 2020 and will be handling scheduling for advisors, managing content distribution, and helping with the flow of operations throughout the firm. Prior to joining BMM, she worked for nearly two decades as an administrative assistant with the Dalton Housing Authority.

“Everyone is going through a difficult time right now,” BMM president Barbara Schmick said. “We are hiring in order to better service our clients now and in the future. We are getting far more requests and questions during this pandemic. At this time, our clients need more services than ever, and Tammy is our answer to that growing need.”

Gaherty is a Berkshire native and graduate of Monument Mountain Regional High School. She has been the volunteer secretary and president of the Friends of the Lanesborough Public Library, and an active participant there for fundraisers to support library programming.