In January of 2021, Petersen, Mann & Associates and James Lamb & Associates joined forces to form the Lamb, Petersen & Mann Advisory Group. Since then, our Practice has worked extensively to integrate our combined knowledge and skills to deliver a wider range of expertise to our clients while continuing to provide a premium, personal client experience. In addition, we have added several advisors and support team members, who continue to broaden and add depth to our Practice. We have a strong commitment to continuing education and areas of specialization to extend opportunities for professional development for our team, create longevity for our Practice, and provide fluid, uninterrupted service for our clients. In our hearts, our entire team believes 100% in our core goal of exceeding our client’s expectations by providing comprehensive financial planning, investment advice, and a referrable client experience. Our Practice, which includes a team of 20+ Financial Advisors and support staff, with multiple locations across New Hampshire and Maine, works hard to reach that goal every day and looks forward to providing you, your family, and hopefully your friends, with the benefits that our growing team has to offer!
Bachelor of Arts, Economics, University of Texas
In addition to being a valued team member now, Jennifer has been a client for years. When we found out she was looking for a career transition we jumped at the chance to have her join our team. In her free time, Jennifer enjoys cooking, gardening, reading and travel, as well as spending time with her family and friends.
NH Notary
Adam grew up in Harpswell Maine and attended college in Southern Vermont. He is an avid hiker, having hiked in Banff, Canada as well as Alaska, and has even through-hiked the Appalachian Trail. Adam is also an astute kayaker and hopes to complete the Maine Island Trail. We invite you to ask Adam about his various outdoor expeditions!
FINRA 7 and 66 Securities Licensed
Life, Health and Variable Licensed
Bachelor of Arts, Marlboro College, Marlboro VT.
FINRA Series 7, 63 & 65 Licensed
NH Life, Health, Variable Insurance Licensed
When Jodi is not focusing on growth strategies for the Practice, she enjoys spending time with her two children and puppy. Jodi is an avid practitioner of hot yoga and in her downtime enjoys a good book. She is always looking for a great recommendation!
NH Life, Health, Variable Insurance License
Hunter is a New Hampshire native, born and raised in Concord, NH. He is a recent graduate of Bryant University in Smithfield, RI where he received his B.S. in Business Administration. Hunter enjoys spending time with friends and family, weightlifting, golfing, and is a huge fan of our "hometown" teams the Patriots and the Celtics - Go New England!
Bachelor of Science, Bryant University, Smithfield RI
FINRA Series 7 & 66 Licensed
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.