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.