Berkshire Money Management Welcomes Financial Paraplanner
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DALTON, Mass. — Berkshire Money Management (BMM), a financial and retirement planning firm with offices in Dalton and Great Barrington, announced that Michael O'Brien has joined the team as a Financial Paraplanner.
Most recently, Mike worked in the insurance industry. He has a strong background in client service and financial planning, with experience helping high-net-worth individuals protect their assets and their futures.
He is a licensed Property and Casualty Insurance agent and is currently studying for the Series 65 exam so he can advance into a junior advising role.
At BMM, he is focused on supporting the Director of Financial Planning and learning how to deliver personalized service to the firm's clients.
"Success is a team sport," said Natalie Wheeler, Chief Operating Officer at Berkshire Money Management. "We're excited to see Mike bring his talents to the table and grow with us. Stay tuned for updates as he continues to hit the ground running."
A lifelong resident of Pittsfield, Mike is a former Mr. Taconic and 2024 graduate of the Berkshire Leadership Program and holds a Bachelor of Arts in Communications with a minor in Spanish from Massachusetts College of Liberal Arts. Outside of work, he enjoys traveling, attending concerts, and spending time with his fiancée and extended family, and stays active with Jiu Jitsu, golf, and cheering on his favorite sports teams.
