Berkshire Money Management, a financial and retirement planning firm based in Dalton and Great Barrington, has expanded its team with the addition of Michael O’Brien as a Financial Paraplanner.

O’Brien, previously employed in the insurance sector, brings a wealth of experience in client service and financial planning to his new role. His background includes assisting high-net-worth individuals in safeguarding their assets and securing their financial futures. Holding a license as a Property and Casualty Insurance agent, O’Brien is currently pursuing the Series 65 exam to progress into a junior advising position.

In his capacity at Berkshire Money Management, O’Brien will work closely with the Director of Financial Planning, focusing on enhancing client service delivery tailored to individual needs. The firm’s Chief Operating Officer, Natalie Wheeler, emphasized the collaborative nature of success, expressing enthusiasm for O’Brien’s contributions and growth within the organization.

A native of Pittsfield, O’Brien is a distinguished alumnus of the Berkshire Leadership Program and holds a Bachelor of Arts in Communications with a minor in Spanish from Massachusetts College of Liberal Arts. Beyond his professional endeavors, he enjoys traveling, attending concerts, and quality time with his fiancée and extended family. O’Brien stays active through pursuits like Jiu Jitsu, golf, and avidly supporting his favorite sports teams.

Berkshire Money Management’s decision to enlist O’Brien underscores its commitment to bolstering its financial planning capabilities and enhancing client service standards. The firm’s strategic move to onboard a Financial Paraplanner aligns with its mission to provide comprehensive and personalized financial solutions to its clientele.

The addition of Michael O’Brien to the Berkshire Money Management team signifies a significant step towards strengthening the firm’s expertise and service offerings in the realm of financial planning and client advisory. His diverse skill set and dedication to professional growth are poised to contribute positively to the firm’s continued success and client satisfaction.