Loretta M. Mach, Esq., Board President

Kelly Sweet, Vice President

Marianne Fresia, CTFA, CFP Clerk

Donna Turner, Tresurer

Grace L. Enchill, Esq.

Tanya L. Haas, CTFA

James R. Loughman, Esq.

Susan Smith, Esq.

Janice E. Ward, Esq. CFP

Loretta M. Mach, a partner at Aaronson & Mach, P.C., joined the law firm in 2003 and became a partner in 2018. Her areas of practice include estate planning, administration and probate, residential and commercial real estate, business organizations and environmental matters. You can learn more about Loretta at aaronsonmach.com or contact her at 413-499-1200.

Donna L. Turner is an Enrolled Agent, certified and qualified by the Internal Revenue Service, and a senior accountant at Smith, Watson & Company, LLP in Pittsfield MA. With over 25 years of experience, she specializes in tax services to high net-worth individuals, estates and trusts, gifting, fiduciary administration and individual tax issues. Donna is an established member of the Berkshire County MA community and is highly active in many community activities. She is a professional advisor to the Berkshire Taconic Community Foundation and a senior deacon emeritus at South Congregational Church. She also serves on several boards and committees of not-for-profit organizations in the Berkshire County area. You can reach Donna at (413) 464-9941.

Grace L. Enchill Grace Enchill is an associate at Heller & Robbins PC in Lenox, MA. Her areas of practice include estate administration, residential and commercial real estate, land use, zoning, and business law. In addition to serving on the BCEPC board, Grace volunteers as a mentor with 18 Degrees (formerly Berkshire Children and Families) and the Berkshire Black Economic Council. You can learn more about Grace at hellerandrobbins.com or contact her at (413) 637-2255.

Marianne Fresia is a dual employee of Lee Bank and October Mountain Financial Advisors. She is a VP, Trust Officer at Lee Bank and in Client Services with October Mountain. She has been in banking since 2000 and in wealth management since 2010. In addition to serving on the BCEPC board, Marianne is also the Treasurer for the Nonprofit Center of the Berkshires She is an active member of the Berkshire Business and Professional Women and the Estate Planning Council of Hampden County. You can learn more about Marianne, Lee Bank, and October Mountain Financial Advisors here.

Tanya Haas is a Vice President, Wealth Advisor at Berkshire Bank. Tanya’s professional career has always been within the financial industry, with much of that time at Berkshire Bank. Tanya earned a degree in Business Careers with Banking from Berkshire Community College and she holds a Certified Trust and Fiduciary Advisor designation from American Bankers Association. In addition to serving on the BCEPC Board, Tanya is the Treasurer for the Kindness Is Foundation, she also serves on the Investment Committee for Berkshire Place, volunteers and is on the advisory board for the Money Management Program with Elder Services of Berkshire County and is Wish Granter for Make a Wish Northeast NY. You may reach Tanya at 413.881.1207 or thaas@berkshirebank.com

James R. Loughman is a senior associate at Donovan, O’Connor & Dodig, LLP, with offices in North Adams and Pittsfield, Massachusetts, as well as Bennington, Vermont. A graduate of Amherst College and the University of Virginia School of Law, he has been with the firm since 1992, and is licensed to practice law in both Massachusetts and Vermont. A member of both the Massachusetts and Vermont Chapters of the National Academy of Elder Law Attorneys, James’ practice areas include estate and Medicaid planning and probate matters. He also serves on the Boards of a number of civic organizations, including the Adams Board of Library Trustees, the Adams Historical Society and the Susan B. Anthony Birthplace Museum, as well as the St. John Paul II Parish Council. You can reach James at (413) 663-3200 or jloughman@docatty.com.

Susan Smith is a sole practitioner, who concentrates her practice in the areas of estate planning, inclusive of planning for individuals with special needs, estate administration, and elder law, as well as residential and commercial real estate transactions. Susan is a member of the National Academy of Elder Law Attorneys, the Real Estate Bar Association, and the Massachusetts and Berkshire County Bar Associations. You can reach Susan at (413) 528-4300.

Kelly Sweet is the Senior Philanthropy Officer at Berkshire Taconic Community Foundation. She works to advance the foundation’s strategic priorities and enhance its donor and community relationships. She has over 20 years of experience in business and service management in the U.S. and abroad, including eight years in development at the AIER, a national nonprofit focused on economic education. In addition to working with donors and funders, Kelly assists nonprofits with their fundraising efforts and planned giving programs, as well as managing the foundation’s relationships with professional advisors. She obtained degrees in inclusive elementary and special education, and sociology, from Syracuse University.

Janice Ward, First Vice President & Trust Officer at Greenfield Savings Bank, is an Attorney and Certified Financial Planner with over twenty years of experience in trust banking and wealth management. Janice is a client service officer and serves a variety of client needs including financial planning, new business development and trust administration. Janice oversees the estate planning and settlement department. She started her estate planning career at the law firm of Campoli & Monteleone in Pittsfield, MA while attending law school. After law school, Janice worked at Legacy Bank, Greenfield Savings Bank and Berkshire Bank and then served at Citizens & Northern Bank in Pennsylvania as Executive Director & Chief Wealth Management Officer.