Berkshire Money Management Welcomes New Financial Advisor

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DALTON, Mass. — Berkshire Money Management (BMM) announced that Brendan Bullett has joined their team as a Financial Advisor. 
 
Bullett brings more than 20 years of experience helping Berkshire County residents navigate the transition from saving for retirement to retiring with confidence.
 
Bullett's experience and local roots enhance BMM's ability to serve the growing number of people seeking retirement guidance in the Berkshires, especially in northern Berkshire County. He has extensive experience leading employees of Williams College and Berkshire Health Systems into confident retirements and provided vital support to the nurses and hospital staff who faced unexpected retirement transitions following the closure of North Adams Regional Hospital in 2014.
 
"Brendan has built his career on helping people retire with clarity and confidence," said Allen Harris, Founder and CEO of Berkshire Money Management. "His experience working with families and professionals across northern Berkshire County makes him a natural fit for our team as we continue to grow our presence in that area and expand our capacity to serve the community."
 
Born and raised in North Adams, Bullett now lives in southern Vermont. 
If you would like to contribute information on this article, contact us at info@iberkshires.com.

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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