My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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3
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

Community participation

LPM 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 became a 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, lazy days at the beach, dining out, and skiing.