Maine Advisory Associates

Patricia Barnes is a financial advisor with Maine Advisory Associates, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has been with Maine Advisory Associates and its predecessor entities since 2006. Maine Advisory Associates serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management and financial consulting. The firm constructs portfolios with individual stocks and bonds, ETFs, and mutual funds, emphasizing long-term strategies combined with fundamental and technical analysis.

Kimberly Volk is a financial advisor at Maine Advisory Associates with 12 years of industry experience. She holds a Series 65 designation and has worked previously at Aurora Financial Group, LLC. Ms. Volk serves on the board of directors and as treasurer for the Maine Jewish Film Festival, a nonprofit organization. Maine Advisory Associates serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary asset management and financial consulting. The firm emphasizes long-term purchase strategies with periodic rebalancing and incorporates both fundamental and technical analysis, offering tailored investment programs that include individual securities and tactical stock selections.

Michelle Lamb is a CFP® and holds a Series 65 license, with seven years of industry experience. She has worked at Maine Advisory Associates since 2020 and has prior experience at Cornerstone Financial Planning, Aurora Financial Group, and Atlantic Trust. Maine Advisory Associates serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary asset management and financial consulting. The firm emphasizes long-term purchase strategies with continuous account supervision and blends fundamental and technical analysis, often holding individual securities alongside pooled products.