Berkshire Money Management promotes Zack Marcotte to Director of Financial Planning

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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.
 
In his free time, Zack enjoys wood working, going to the gym, and venturing into the wilderness with his dog, also a long-time member of the BMM family, Dexter.

Tags: Berkshire Money Management,   promotions,   

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Berkshire Money Management Sponsors Match Campaign To Benefit Thanksgiving Angels

DALTON, Mass. — Berkshire Money Management (BMM) is partnering with the Thanksgiving Angels, a collaboration of 19 food pantries, organizations, and faith communities, to provide more than 1,500 Berkshire families with a full Thanksgiving meal in their own homes.
 
"We really ramped up our efforts to address food insecurity as the pandemic began," said BMM founder and CEO, Allen Harris. "In years past, the BMM team physically handed out turkeys and Wohrle's gift certificates around Thanksgiving time. But the good people at the Thanksgiving Angels have perfected the logistics behind reaching out to and feeding thousands of Berkshire families. To have the biggest impact, we decided to team up with the Thanksgiving Angels just as they began their fundraising campaign this year."
 
BMM's donation of $25,000 will help the Thanksgiving Angels double their donation dollars. The donation will be spent at Wohrle's. 
 
This year, according to the Thanksgiving Angels committee, more requests for meals have come in due largely to the impact of the pandemic and ensuing unemployment and housing insecurity.
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