Berkshire Money Management Promotes President, Chief Operating Officer

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DALTON, Mass. — Berkshire Money Management (BMM), a financial and retirement planning firm with offices in Dalton and Great Barrington, announced the promotion of Natalie Wheeler to President and Chief Operating Officer. 
 
"I'm honored and excited to step into this expanded role," said Natalie Wheeler. "Working alongside Allen and Stacey, leaders who truly embody dedication to our clients and community inspires me every day. I look forward to supporting our team and clients as we continue to grow while staying grounded in the values that make BMM special."
 
Natalie has served as BMM's Chief Operating Officer since 2021.
 
In her expanded role, Natalie will continue to lead the firm's day-to-day operations while taking on additional strategic responsibilities. She will work closely with CEO Allen Harris and Co-owner and Chief Engagement Officer Stacey Carver.
 
"Natalie has been the quiet force behind so much of our success," said Allen Harris, CEO and Chief Investment Officer of Berkshire Money Management. "Her promotion to President is both a recognition of the leadership she's already shown and a strategic move for the future of our firm. With Natalie in this role, I'm more confident than ever in where we're headed—and in how we'll get there."
 
Before joining BMM, Natalie spent nearly a decade as Director of Office Operations at another financial firm, where she earned a reputation as a savvy and effective leader. She holds a bachelor's degree in criminal justice and law enforcement from Southern Vermont College.
 
Natalie lives in Southern Vermont with her children, Tre and Gianna, and her two dogs, Sofia and Clover. Outside of work, she enjoys coaching youth sports, golfing, bow hunting, and is a proud member of the American Legion Auxiliary Post 29.

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Dalton Basketball Court Named for McMahon

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DALTON, Mass. – The Community Recreation Association last week dedicated the newly renovated gym floor in honor of Dan McMahon.
 
The CRA’s program director for more than three decades was recognized in a ribbon-cutting ceremony attended by about 60 people on Friday night, just before the start of the youth basketball season.
 
“[McMahon] has created programs that have had a lasting impact, including the Mark Galusha Baseball League, the Just for Kicks Soccer Tournament …, adaptive programs, Just Play Summer Basketball and countless others that continue to define the CRA today,” CRA Director of Operations Dustin Belcher said at the ceremony.
 
“Dan has always led with his heart, putting the families and kids we serve first. He has spent thousands of hours in this building running the Leaders Club, drop-in after school programs, tutoring and family events. The gymnasium has been at the center of his work, whether teaching gym class at St. Agnes Academy, hosting Halloween fun Houses, penny carnivals, summer camp, snow days or school vacation camps. Every child and family who uses this space going forward will feel the impact of his dedication to the community.”
 
McMahon did the honors in cutting the ribbon to formally open the court. He was joined by his family at the ceremony.
 
“Families need to know they can rely on the people guiding these programs, and Dan provided trusted, steady leadership for decades” Belcher said. “It is because of his dedication that the CRA has been able to grow, thrive and serve so many families.”
 
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