Insights & Advice


Open Office Hours Bring Financial Advice to the Whole Community

Are financial questions keeping you up at night?

Financial Advisors Holly Simeone, CES™ and Lauren Russo, CEPA, FPQP™, CVB, together with Paraplanner Angela Elzner, FPQP™, invite you to invest in your financial health by joining them during Open Office Hours at Berkshire Money Management’s Dalton and Great Barrington, MA, offices.

Open Office Hours are free and open to the community, and no appointment is necessary. Simply drop in during the event to receive one-on-one, professional guidance on topics including budgeting, saving for retirement, leaving a legacy for children and grandchildren, and getting the most from Social Security.

Open Office Hours Dates and Locations

  • Thursday, October 6, 4 to 6 pm
    161 Main Street, Dalton
  • Thursday, October 13, 4 to 6 pm
    322 Main Street, Great Barrington
  • Thursday, October 20, 4 to 6 pm
    161 Main Street, Dalton
  • Thursday, October 27, 4 to 6 pm
    322 Main Street, Great Barrington
  • Thursday, November 3, 4 to 6 pm
    161 Main Street, Dalton
  • Thursday, November 10, 4 to 6 pm
    322 Main Street, Great Barrington
  • Thursday, November 17, 4 to 6 pm  CANCELLED
    161 Main Street, Dalton

To learn more, call us at (413) 997-2006.

About Your Hosts

Holly Simeone, CES
Financial Advisor

Holly is passionate about sharing her financial knowledge with the community and especially enjoys helping clients to navigate retirement and protect their families’ futures through thoughtful estate and Medicare planning.

Holly has a Certified Estate and Trust Specialist designation from the Institute of Business and Finance, a bachelor’s degree in business administration from Fitchburg State University, and master’s in Finance from the New England Institute of Business at Cambridge College and is an alumnus of the Berkshire Leadership Program. She is currently studying for the CFP exam.


Lauren Russo, financial advisor at Berkshire Money Management, Dalton, MA

Lauren Russo, CEPA, FPQP, CVB
Financial Advisor

Lauren became a financial advisor so she could use her passion for business and knack for numbers to directly work with, and help, people and families. She has observed that very few advisors identify as female and aims not just to add her perspective to the financial world, but to make women interested in investing or advising welcome and heard.

Lauren is a graduate of the University of Massachusetts Amherst, where she earned a Bachelor’s Degree in Resource Economics, concentrating in Managerial Economics, as well as a Psychology minor. She is working on accumulating the education and experience required to sit for the CFP exam in the coming years.


Angela Elzner, Paraplanner at Berkshire Money Management

Angela Elzner, FPQP

Angela aims to help clients meet their financial goals and challenges.

Angela attended MCLA, where she earned a Bachelor of Science degree in Business Administration,  and is certified as a Financial Paraplanner Qualified Professional™.



Investments in securities may result in loss of income and/or capital.