Berkshire Money Management Welcomes Sarah Curtiss and Jacqueline Ferry

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DALTON, Mass. — Berkshire Money Management (BMM), a financial and retirement planning firm with offices in Dalton and Great Barrington, announced two new additions to their operations team: Sarah Curtiss and Jacqueline Ferry.
 
As Front Office Coordinator at Berkshire Money Management's Great Barrington office, Sarah Curtiss strives to create a friendly, welcoming, and helpful atmosphere for visitors and callers alike. She brings to the team 22 years of experience in multi-tasking, customer service, and office administration developed while onboarding Snowsports instructors and managing the reservations department at Ski Butternut.
 
Curtiss, who earned her B.S. in Wildlife and Fisheries Biology at the University of Vermont, lives in Great Barrington with her young son, Ethan, and their dog, Jeff, who she looks forward to bringing to BMM's dog-friendly offices. She enjoys traveling around the region, attending concerts, and rediscovering the world through her toddler's eyes.
 
As Operations Support Partner, Jacqueline Ferry supports day-to-day operations and compliance efforts while providing key support to BMM's Chief Operating Officer. Before joining Berkshire Money Management, Jackie honed her affinity for data analysis and sharp attention to detail during a seven-year tenure in program support and case management at Berkshire Health Systems.
 
A lifelong resident of Berkshire County, Jackie earned her master's degrees in criminal justice and forensic psychology from Arizona State University, discovering her passion for data along the way. When she's not busy keeping BMM organized and running efficiently, Jackie enjoys reading, kayaking local lakes, and exploring the trails with her three dogs.

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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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