Berkshire Money Management Welcomes Operations Manager

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DALTON, Mass. — Natalie Wheeler has joined the Berkshire Money Managament team as operations manager.

Prior to joining Berkshire Money Management, Wheeler was the director of office operations at Atlas Private Wealth Management for nine years. During her time at Atlas, she helped spearhead organizational goals and procedures to ensure that all general office and personnel operations ran smoothly across multiple offices. Her professional versatility provided all employees with the necessary tools, training and resources they needed to be successful.

Wheeler also managed employee benefits and all human resource questions and concerns.

"Natalie has significant executive-level experience. BMM is growing faster, we believe, than any other financial service firm in the area because of our depth and breadth of services," founder and CEO Allen Harris said. "She will play a big role in helping us sustain that growth by keeping our operational machine humming as we offer more sophisticated and customized guidance to our clients."



Despite across-the-board lags in gender diversity in the financial industry, BMM is one of few registered investment advisers that employs men and women equally.

"It is really powerful to look around the ‘boardroom table’ and see the intelligent, hard-working women who make up half of our team," said BMM President Barbara Schmick. "Having this kind of diversity—especially in an industry where it is often a room full of suits and numbers—brings real meaning and purpose to what we do for our clients. There is a realness to it that goes beyond portfolios."

Wheeler is a member of the American Legion Auxiliary Post 29. In her free time, she enjoys playing Frisbee with her 4-year-old black lab Sofia, playing a round of golf, participating in the color run or climbing obstacles at an inflatable 5k. She lives in southern Vermont with her children, Tre and Gianna, and her fiancé Ryan.

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Berkshire Money Management promotes Zack Marcotte to Director of Financial Planning

DALTON, Mass. — The Berkshire Money Management team announced that "once-in-a-lifetime" employee, Zack Marcotte, has been promoted to Director of Financial Planning. 
 
Marcotte began working at Berkshire Money Management during his senior year of high school. He has witnessed and participated in the building of the firm from startup to success. Marcotte's 13 years working side-by-side with BMM's professionals has provided the kind of on-the-job training that led to his desire to become a financial advisor.
 
"Financial planning is the art of figuring out what you don't know," said BMM founder and CEO, Allen Harris. "It's tax planning, not tax compliance. It's increasing income, not decreasing lifestyle. It's  making sure you don't run out of money in retirement. The only team I want to trust with those high-value objectives is the team led by Zack Marcotte."
 
Marcotte recently earned an MS in Personal Financial Planning.
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