Berkshire Money Management Donates To Foster Families

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Dalton, Mass. — Berkshire Money Management dedicates $5,000 for foster family care packages.
 
To assist foster families during the COVID-19 era, a group of community members fueled by local business sponsors, including Berkshire Money Management, have created and distributed care packages for more than 200 area foster families. 
 
Each family received a gift bag with children's masks sewn by members of the community, school and art supplies, and a gift card to a local restaurant or grocery store, including Smokey Diva's and Wohrle's Foods in Pittsfield.
 
"I know so many foster families in the Berkshires who have opened their whole lives to vulnerable kids who are in need of supportive and loving homes," Nichole Dupont, BMM's community development director said. "So much extra pressure has been placed on these families as area schools and childcare centers have closed. We really want to encourage other businesses and organizations to look at the many unsung heroes in our community and show support in whatever ways they can."
 
According to a press release, Berkshire Money Management has been and will continue to support our local community during these most difficult times. 
 
BMM is an independent investment advisory firm based in the Berkshires of Western Massachusetts. The firm offers digital investing, business valuation, estate and retirement planning, and Social Security and Medicare coaching. 
 
If you would like to contribute information on this article, contact us at info@iberkshires.com.

Berkshire Money Management Welcomes Financial Paraplanner

DALTON, Mass. — 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, Mike 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."
 
A lifelong resident of Pittsfield, Mike is a former Mr. Taconic and 2024 graduate of the Berkshire Leadership Program and holds a Bachelor of Arts in Communications with a minor in Spanish from Massachusetts College of Liberal Arts. Outside of work, he enjoys traveling, attending concerts, and spending time with his fiancée and extended family, and stays active with Jiu Jitsu, golf, and cheering on his favorite sports teams.
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