Lisa Lamb

Lisa Lamb

CFP®
Williamstown

Financial Advisor
413.458.1805
lisa.lamb@mountainoneinvestments.com

Lisa Lamb joined MountainOne Investments in 2014. She began her career in Boston and has returned to the Berkshires to continue her career growth. Prior to joining MountainOne Investments, she worked in Waltham, MA as a wealth planner for high net worth families.  She is a CFP® practitioner and has experience in all areas of financial planning, including tax, estate, life insurance, and cash flow planning. Lisa holds a Bachelor of Arts degree from Assumption College and a Master of Science degree in Financial Planning from Bentley University. Originally from Clarksburg, she is active in the local community, where she serves as a board member for PopCares and the Whitney Girls Basketball League. Lisa lives in North Adams.