The Extra Mile

Scott C. Little, Vice President, Berkshire Money Management

Scott C. Little, Vice President

Last Thanksgiving, a client emailed me, asking to transfer funds to another account of hers—electronically. But we can’t do that by email. So, I let her know I’d need to call her.

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Zack Marcotte, Financial Advisor, Berkshire Money Management

Zack Marcotte, Financial Advisor

A client told me he had recently changed jobs and asked if I would roll over his 401(k)—into an existing Roth account. I asked if he knew whether his original 401(k) had been a traditional, or a Roth. Was he sure?

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Bill Schmick, Managing Director and Portfolio Manager, Berkshire Money Management

Bill Schmick, Managing Director and Portfolio Manager

A family client of mine, led by an 82-year old widow and grandmother, gave me an opportunity to really reach out beyond just business. Over time, I grew to know the family and this lady rather well, and had come to appreciate our conversations.

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Peter Coughlin, Executive Director, Berkshire Money Management

Peter Coughlin, Executive Director

Two of our clients, a husband and wife on the West Coast, are successful entrepreneurs raising three beautiful children. Their oldest child is a freshman in high school and an elite athlete, traveling the United States and Canada playing hockey.

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Nate Tomkiewicz, Financial Advisor, Berkshire Money Management

Nate Tomkiewicz, Financial Advisor

An older client recently purchased a new computer and with it came a new printer. The problem was that she couldn’t get it to work. She gave us a call and told us of her troubles. Her main challenge was connecting her computer to her printer.

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