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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. |
Fiduciary services
Retirement saving strategies |
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tax-aware retirement planning |
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tax-aware portfolio management |
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tax planning & return preparation |
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estate planning |
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municipal investment management |
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Our Services |
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Our Process |
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Our Team |
We are experienced Fiduciary Advisors, and we draw on these experiences to give our clients a deeper understanding of financial matters. We are also parents, grandparents, and volunteers actively involved in our communities.
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Start in the present
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let your investment do the work
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