DALTON, Mass. — Berkshire Money Management welcomes two new members to their team. 

 

Angela Elzner joins the firm as a paraplanner in the financial planning department and Kyle Lyman steps into the role of financial associate.  

 

Angela moved to the Berkshires from St. Mary's, Ga, twenty years ago. Before joining the Berkshire Money Management team, she gained experience serving clients at Wellesley Financial, later known as the Bullfinch Group, and Greylock Investment Group. While at Greylock, Angela obtained a securities license and aimed to help her clients meet their financial goals and address challenges. Angela attended MCLA, where she earned a Bachelor of Science degree in Business Administration. Very recently, Angela received her Financial Paraplanner Qualified Professional (FPQP™) designation. In her role as a paraplanner, Angela will expand Berkshire Money Management's capacity to serve its clients and help to improve the financial planning process. Outside of the office, Angela enjoys boating on the Berkshires' beautiful waters with her four children, family, and friends.

 

"It's so 1996 to be a money management firm that only focuses on stocks and bonds," said Berkshire Money Management CEO Allen Harris. "Angela's experience will allow us to help more people seeking assistance beyond the stock market, from reducing tax liability today, affording the retirement they want tomorrow, and making sure their families are taken care of down the road."

 

Kyle grew up in Dalton before moving to Hinsdale. After graduating from Bryant University in 2020 with a bachelor's degree in Business Administration (and a concentration in Finance and Economics), he gained experience at the Bullfinch Group and MDS Wealth Advisors. In his new role as financial associate, Kyle will support the financial advising team in their efforts to provide clients with quality service as he works toward becoming a licensed investment advisor. When he's not helping clients and the BMM team, Kyle shares his passion for sports and fitness with the community by heading up the House League soccer and basketball teams at the Dalton CRA and coaching youth travel soccer.

 

 "The BMM advisor bench is deep, but we're planning for decades, not just the next few months or years," says Harris. "In 20 years, I'll be retiring, and I need to be sure that our clients' children are taken care of. Kyle is part of that solution," said Harris.