Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Family Finances
  • Insurance

Education

  • Bachelor of Arts, Social Work, University of Southern Maine

Community participation

Lamb, Petersen & Mann Advisory Group - Community participation photo

Ronald McDonald House Recreation Center Soccer and Softball Coach Woodfords Family Services

Interests

I grew up in Wells, Maine and have worked in the Practice alongside, my father, James Lamb, since 2017. I recently became an Associate Financial Advisor within the Practice and am excited about this new chapter and working in an additional capacity with our existing clients, and new ones in the future! Outside of work I enjoy spending time with my family, my husband Josh, and two small children, Emma and Brady. We enjoy time at our family lake house, dining out, and skiing.