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.