Berkshire Money Management President Honored by Berkshire Family YMCA

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DALTON, Mass. — Barbara Schmick, Berkshire Money Management's pPresident and COO, recently received a "Changing Lives After 55" award from the Berkshire Family YMCA.

Schmick was recognized, alongside other community leaders — including BCC president Ellen Kennedy, MCLA history professor Frances Jones-Sneed, Women of Color Giving Circle founder Shirley Edgerton, Rep. William "Smitty" Pignatelli and Berkshire Theatre Group CEO Kate Maguire — in a public ceremony at the Berkshire Hills Country Club.

Schmick was honored for her longtime commitment to growing the local economy and "being a good steward of resources and talents."

"Barbara has been changing lives through Berkshire Money Management for years, long before she was 55," founder and CEO Allen Harris said. "Under her management, we have more than doubled in size, which means that she has allowed us to make financial dreams come true for hundreds of more people. She has impacted us directly here. As well as families she has never even met!"

Prior to moving to the Berkshires in 2003, Schmick traveled the world working with Fortune 500 companies in the medical and pharmaceutical industries. She was also a partner in her own Manhattan-based firm, Philips Healthcare, where she managed all aspects of account services. She is a professional photographer who has shown her work at several exhibitions. Her photography has also appeared in several local publications. She also is a mentor and role model to her female colleagues, who make up nearly half of the BMM team.

 

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Berkshire Money Management Welcomes Financial Advisor

DALTON, Mass. — Berkshire Money Management (BMM) announced that Financial Advisor PJ Gagne, AIF 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 financial questions and move toward retirement with clarity and confidence.
 
Gagne specializes in guiding clients through 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.
 
"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."
 
As the firm announced earlier this year, BMM's newest location at 136 Water Street, Williamstown will be open by appointment later this month.
 
Gagne lives in South Hadley with his wife, their children, and pets. He enjoys home projects, coaching soccer, and time with family. He holds a BA in Economics from Fairfield University and is an Accredited Investment Fiduciary (AIF).
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