Kimberly L. Volk, CTFA, MBA
Kimberly L. Volk, CTFA, MBA is President and Chief Compliance Officer of Maine Advisory Associates, as well as an Investment Advisor Representative.
Kim was chosen as the successor to the investment advisory firm founded by Trish Barnes in 2006. Kim has more than 25 years’ experience in executive and financial capacities at wealth management/investment firms, including Vice President and Chief Compliance Officer for a Portland-based investment advisory firm, as Chief Financial Officer for a Maine Trust company and as President of a high net worth family office. Her MBA and undergraduate work focused on business communications and economics.
In addition to serving as Treasurer for the Maine Jewish Film Festival, she serves on the Board of Trustees of Portland Downtown, most recently as Chair & President of the Board. Kim lives with her daughter and two naughty but nice labs, Joey & Stella, on Casco Bay where she is most comfortable at the helm of her classic 1972 Boston Whaler.
Patricia Barnes
Patricia “Trish” Barnes, the Founder of Maine Advisory Associates, has worked in the investment and financial services world for nearly 30 years. The seamless transition to new leadership has been completed and Trish will continue in a consulting role over the next couple years as a Investment Advisor Representative of MAA.
With an undergraduate degree in English and Anthropology and an MA in TEFL, her experience and education are diverse. After 16 years of teaching at the high school and university levels, Trish found she had a passion for educating people about how money works. Raising her two boys as a single mother, she came to understand that, without help, most people don’t discover how to secure their financial futures. She worked for a number of years as a securities representative, insurance agent, and loan broker before finally distilling her practice into investment advisory services.
Trish incorporated in 2006 as an independent entity to activate her desire to empower others to reach their financial goals and dreams. After losing her son, Kevin, to epilepsy, she also became an epilepsy advocate and has currently raised $300,000 for epilepsy research, is the author of Kevin’s Pyramids, detailing her deep dive into stain glass-making as a way of turning grief to hope and was featured in an award-winning documentary, The Last Pyramid. Trish had been a Maine resident for over 30 years, most recently in New Sharon, and now traverses the country from Maine to Baja in her Travato Camper nicknamed the “Cosmic Flash.”
Michelle M. Lamb, CFP®
Michelle M. Lamb, CFP®, Investment Advisor Representative at Maine Advisory Associates, has over10 years’ in-depth experience in environmental, social and corporate governance research (ESG), after which she became an equity analyst at Atlantic Trust, was a successful portfolio manager at Aurora Financial Group, and oversaw data reconciliation and client services while serving as a financial planner at Cornerstone Financial Planning. She is passionate about empowering others via personal finance and is engaged in many aspects of the industry, from the FIRE/frugality movement to ESG investing. She is a Certified Financial Planner™.
A lifelong learner, Michelle recently completed Yale University’s Coursera course, The Science of Well-being, and defines success as the ability to impact each other’s lives in positive ways while living lightly on the land. She has always given of herself to the larger community with roles, including: fundraiser for climate change non-profits; chair of a municipal energy committee; member of finance and investment committees at the Maine Women's Lobby; and leader of her local Cub Scout den.
A Maine native, Michelle graduated from Brown University. She loves to surf and is enjoying life in the woods of Falmouth with her young family and burgeoning homestead.