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)... Read Full Bio...
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Linda M. Wakefield, FPQP®
Tax & Accounting Specialist With her background in accounting, taxation, and law, Linda 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 work in both accounting and law. She previously held positions at the Harvey & Mahoney law firm in Manchester, and at accounting firms Victoria L. Phillips in Loudon and Gamwell, Caputo, Siek & Company in Conway. Read Full Bio...
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Diana joined Three Bearings Fiduciary Advisors in October, 2017 with 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.
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Zachary joined us in September 2019. He brings years of Financial Planning experience from a midsize Connecticut Asset Management firm. Zachary will be adding value to our client service, financial planning, and investment management here at Three Bearings Fiduciary Advisors. Zachary is a life-long native New Englander and currently resides in Raymond, NH.
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