Berkshire Money Management Welcomes New Team Members

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DALTON, Mass. — Berkshire Money Management (BMM), a boutique financial management firm with offices in Dalton and Great Barrington, welcomes their newest additions to the team:  Kimberly Campagna, Communications and Content Specialist, and Carla Cowdrey, Office Support Specialist. 
 
Together, the pair add to Berkshire Money Management an array of operations, creative, IT, and marketing skills.
 
Campagna brings a decade of creative communications, marketing, and design experience to the BMM team. She earned her bachelor's degree in graphic design from Northeastern University before relocating to the Berkshires in 2011. Most recently, Campagna served for five years as the Marketing and Brand Manager at the Berkshire Museum, where she was responsible for marketing, PR, design, and social media as part of the community museum's engagement team. In her role at Berkshire Money Management, she collaborates with Community Development Director Nichole Dupont to keep clients and the community informed, support local organizations, and strengthen the company brand.
 
"Our commitment to community engagement and development has become a key part of our culture, which is why I am excited to have Kimberly join the BMM family," said Allen Harris, CEO of Berkshire Money Management. "Her experience in making ideas come to life will help us to better define and execute our commitment."
 
Cowdrey adds more than twenty years of operations and client care experience to the Berkshire Money Management roster. A graduate of Taconic High School, she began her career at what was then Berkshire Life Insurance, now Guardian Insurance Company of America. For the past nine years, Cowdrey was an Operations Specialist in Inforce Individual Markets. At Berkshire Money Management, she coordinates office IT, implements policies and procedures, assists with compliance testing and administrative duties, and provides broad support to clients and visitors.
 
"As our team grows to meet the complex needs of new and existing clients, we need someone who can keep all the necessary parts moving like clockwork," said Allen. "Carla has decades of experience doing just that, and we are so glad to have her on board."

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Berkshire Money Management Welcomes Financial Advisor

DALTON, Mass. — Berkshire Money Management (BMM) announced that Financial Advisor PJ Gagne, AIF has joined the firm. 
 
He brings a grounded, values-based approach to financial planning, helping professionals and business owners in their 50s and 60s answer financial questions and move toward retirement with clarity and confidence.
 
Gagne specializes in guiding clients through decisions—such as when to take Social Security, how to protect their children's future, and how to turn a lifetime of hard work into long-term financial security. His collaborative planning style helps clients understand their best-case scenarios while preparing for uncertainties.
 
"PJ's ability to simplify complex decisions and help clients move forward confidently makes him a tremendous addition to our team," said Allen Harris, Founder and CEO of Berkshire Money Management. "His expertise will support our continued growth as we expand services across the region and open our new Williamstown office."
 
As the firm announced earlier this year, BMM's newest location at 136 Water Street, Williamstown will be open by appointment later this month.
 
Gagne lives in South Hadley with his wife, their children, and pets. He enjoys home projects, coaching soccer, and time with family. He holds a BA in Economics from Fairfield University and is an Accredited Investment Fiduciary (AIF).
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