BMM Welcomes Client Care Team Member

Print Story | Email Story
DALTON, Mass. — Berkshire Money Management (BMM), a wealth management firm, Welcomed Chelsea Smith to its Client Care Team. 
She will assist with client onboarding, scheduling, and assisting current clients with all of their service needs.
"Zack, our Director of Financial Planning, was the officiant at Chelsea's wedding. I thought that was auspicious," said BMM founder and CEO, Allen Harris. "Chelsea's experience and know-how would have won us over by themselves, but it's nice to know that you're bringing on someone that aligns with the company culture of people over profits."
Smith is a veteran customer service professional, and prior to joining the BMM family, was an administrative assistant in a busy orthopedic office. She also spent six years as a financial services representative/assistant branch manager in the banking industry, opening personal and business accounts, IRAs, trusts, CDs, and estates, as well as processing auto, home equity and business loans. She is also a Notary Public.
Smith earned her associate degree in Liberal Arts with a concentration in Business Administration from Berkshire Community College. 
She is a native of Dalton and enjoys the outdoors, especially snowmobiling, relaxing by Ashmere Lake, running, and hiking with her German shepherd, Maverick. She and her husband Ryan live on 100 acres in Peru and are making plans to build their "forever home" on the property.

Tags: Berkshire Money Management,   

Comments welcomes critical, respectful dialogue; please keep comments focused on the issues and not on personalities. Profanity, obscenity, racist language and harassment are not allowed. iBerkshires reserves the right to ban commenters or remove commenting on any article at any time. Concerns may be sent to

Dalton's Single Tax Rate Drops, Bills Slightly Increase

By Brittany PolitoiBerkshires Staff
DALTON, Mass. — The town's tax rate is estimated to drop by about 11 percent but residents will see a slight increase in their tax bill due to rising property values.
The select board on Monday voted to set the fiscal year 2023 residential factor at 1 with a corresponding CIP shift of 1, resulting in an estimated single tax rate of $18.44 per thousand in valuation.
The tax rate is a $2.30 decrease from the previous fiscal year's rate of $20.74 per hundred thousand, but it does not mean that bills will decrease.
Residential property values have risen about 14 percent from FY22, bringing the average home from $235,381 to around $271,929.  With this, the average homeowner's annual tax bill will rise by around $114 dollars to about $4,995.
View Full Story

More Dalton Stories