Financial Advisor, Berkshire Money Management
Bio: I’m a 23-year-old Berkshire Native, working with pre and current retirees at Berkshire Money Management. As a young female in the finance industry, it was intimidating at first, but I’ve since made it my home. I am passionate about breaking down barriers, helping increase levels of financial literacy, and educate our community on investing, managing debt, cash flow, etc. I am also an “Auntie” to 4 incredible kiddos, and a dog mom to my girl, Penelope. I grew up in Pittsfield, went off to UMass Amherst in 2014, started interning at BMM, and then accepted a job offer and moved back home. I love this community and meeting new people that are also passionate about giving back and using their specific expertise to provide value to others. If anyone wants to chat about ANYTHING finance or money-related, please let me know! 🙂
Offerings to BBPW Members: At Berkshire Money Management, we not only manage money, but we develop lifelong relationships with our clients and focus on guiding them up to, through, and post-retirement. We provide Financial Planning, an engaging process in which we lay out your entire financial picture, and see if it aligns with your personal goals for retirement. As part of this process, we also actively plan and file for Social Security and Medicare benefits as well as creating and executing a full Estate Plan. Further, we work with business owners to prepare for their inevitable transition. This is not an exhaustive list.