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 CRA Golf Tourney Planned

Community submission
DALTON — The 28th annual Dalton Community Recreation Association Golf Tournament will be held Monday, June 27, at Wahconah Country Club, with major sponsorship by Pittsfield Cooperative Bank.
The $150 per person entry fee includes green fees, cart rental, lunch provided by Pittsfield Pipers, dinner provided by Hill-Engineers, Architects and Planners, prizes, and a hole-in-one contest sponsored by Haddad Dealerships. All proceeds will benefit the nonprofit CRA’s Dalton Youth Center programs, summer camps, sports programs, and financial aid for the less fortunate.
The captain and crew event begins at 11 a.m. with registration and lunch, followed by a 12:30 p.m. shotgun start. A 5:30 p.m. putting competition (sponsored by Kelly’s Package Store), dinner and awards program will conclude the evening.
Participation is limited to the first 120 paid players by June 20. Sponsorship opportunities are still available. For further information, please contact Dustin Belcher at (413) 684-0260, Ext. 203 or
View Full Story

More Dalton Stories