Our Philosophy
At Jessica C. Lamb, we work in collaboration with you to look at where you are in the moment as well as where you want to be in the future.
Together we will identify a spending plan to help you identify where every dollar is going and ensure it is working for you in the most efficient and effective way possible.
And, because life happens, we don’t focus on stand-alone services like college planning or retirement. Effective financial wellness does not work in a vacuum. Each decision impacts another, and every dollar spent should be attributed. We focus on the big picture and plan for how each life event affects the next.
We serve as much more of a coach than an advisor. We aspire to educate, encourage, inspire and ignite you. Rarely are life decisions solely about the numbers. How you feel about the paper and metal flowing through your hands is just as important.
Equipped with the right tools and confidence, you will be able to pivot and adjust to every scenario life throws your way and gain more control of your future.
Jessica C. Lamb
“I began my financial services career in 2001 but my path was certainly not a traditional one. As a young adult, I proudly served in the United States Marine Corps, which dramatically shaped who I am today. There I learned what it means to be the best version of myself as a leader and not a follower.
After the Marine Corps, I spent some time as a truck driver who moved up through the ranks and various positions to direct both logistics and transportation companies on how to become more efficient with processes and finances. During that time, I worked with companies of all sizes from small business to Fortune 500.
The skills I honed during my non-traditional path, coupled with my passion for helping others, led me to where I am today as an Independent Financial Professional. 2021 is the 20th anniversary of me opening my own business. I am proud of that longevity and the many clients I have helped during that time.
When I launched myself into this profession, I knew that my varied experiences would provide a unique perspective. I consider myself a Main Street advisor, not a Wall Street advisor.
My goal is to develop a trusting, ongoing relationship with my clients where I can educate, serve and make a difference. I take that role very seriously. My job is to protect my clients’ interests and help individuals and families based on where they are right now, as well as for what they aspire for their future.”
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