Our Team
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David Mayes,
MA, EA, CRPC®, CRPS®, IACCP®, CFP® President & Chief Investment Officer David has a wide range of expertise on the economy, financial markets, taxation, insurance and other important financial planning areas. Over the course of his graduate studies, David acted as a research assistant on many projects in both economics and finance. After completing his Master's degree at UNH, David worked as an Economist for the U. S. Department of Labor's Bureau of Labor Statistics. While in Tennessee, David taught economics and finance courses to both graduate and undergraduate students at Kennesaw State University in Kennesaw, Georgia, (1998 – 1999) and served as a consultant to state and local governments and the private sector, assisting them in estimating the economic and financial affects of business location decisions (1995 – 1998).
David entered the financial services arena in 2003 as a sole practitioner providing fee-only financial planning and tax services. He later served as a financial consultant at Granite Bank in Keene, NH (2004) and Mascoma Savings Bank in Lebanon, NH (2007 – 2008) where he provided financial planning and investment advisory services to bank customers. In 2008, he joined Mackensen & Company's fee-only financial planning and investment management practice. In 2012, David purchased the company from its founder, and the firm was later merged into Three Bearings Fiduciary Advisors, an advisory firm David founded in 2016. David is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He lives in Hampton Falls, NH where he has served as a Trustee of the Trust Funds since 2009. |
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Linda M. Lambert, FPQP®
Tax & Accounting Specialist Linda joined Three Bearings Fiduciary Advisors in January, 2014. She holds a Bachelor of Science degree in Accounting from Southern New Hampshire University and an Associate in Science Degree in Paralegal Studies from New Hampshire Technical Institute. Her background in accounting, taxation, and law, brings additional depth to our tax team and serves as a valuable resource for addressing tax and accounting-related questions both for our personal financial planning, small business, and municipal investment management clients. Linda has advanced her knowledge of law and accounting over a career that includes positions at the Harvey & Mahoney law firm in Manchester, the accounting firm of Victoria L. Phillips in Loudon and also Gamwell, Caputo, Siek & Company in Conway. She has also gained corporate bookkeeping experience through work at Concord Coach Lines, Inc. in Concord and Geoff Gray Corporation in Salem. Linda has also been a guest panel presenter for the NH Municipal Association at their annual conference and spring municipal trustee workshop.
She is a life-time resident of New Hampshire. She grew up on Lake Winnipesaukee in Tuftonboro, NH and now resides with her husband and their children in Brentwood, NH. |
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Diana joined Three Bearings Fiduciary Advisors in October, 2017. She holds a Bachelor of Arts from the University of New Hampshire. She brings with her over 15 years of experience in client service and operations support for local investment advisory and financial planning firms. As Three Bearings continues to grow, she will assist the team with duties involving portfolio administration, client servicing, account maintenance and reporting. Prior to entering the financial services field, she spent several years employed for an Estate Planning Law Firm in which she specialized in marketing, and also held various positions in the service industry where excellent customer service was crucial. She is a New England native and currently resides in North Hampton, NH.
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Zachary has been with the Three Bearings team since 2019. He is a graduate of the University of Connecticut School of Business with a Bachelor’s degree in Finance. Zachary is responsible for the implementation and execution of financial planning strategies with a focus on tax minimization, estate planning, and investment management. Zachary is a CERTIFIED FINANCIAL PLANNER™ professional and earned certification in 2021.
Zachary is a life-long native New Englander and currently resides with his wife Taylor and their daughter in Raymond, NH. |
