From Petersen, Mann & Associates and James Lamb & Associates to Lamb, Petersen &Mann Advisory Group in 2021, to our new name LPM Advisory Group in 2025; our team may grow, and our name may change, but through it all we remain true to our goals and values and loyal to our clients. Our Practice works extensively to integrate our combined knowledge and skills to deliver a wide range of expertise to our clients while continuing to provide a premium, personal client experience. We have a strong commitment to continuing education and areas of specialization to broaden and add depth to our Practice and the services we provide to our clients. Our growth is aimed to 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!

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Team photo

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Our advisors

Brendan Mann

MS, CFP®, CRPC, APMA, ChFC®

Private Wealth Advisor

Managing Partner of LPM Advisory Group
Learn more about Brendan Mann

James E Lamb

CFP®, CRPC

Private Wealth Advisor

Managing Partner of LPM Advisory Group
Learn more about James E Lamb

Lee Petersen

CRPC, APMA

Private Wealth Advisor

Managing Partner of LPM Advisory Group
Learn more about Lee Petersen

Bryan Van Dussen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bryan Van Dussen

Kim Castelo

Financial Advisor

Learn more about Kim Castelo

Logan Young

CFP®, BFA, CRPC, APMA, CRPS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Logan Young

Adam Stone

CRPC, APMA

Financial Advisor

Learn more about Adam Stone

Adam Keller

Financial Advisor

Learn more about Adam Keller

Robert Kennelly

MBA, CFP®, CRPC, APMA

Financial Advisor

Learn more about Robert Kennelly

Norman Long

CLTC®, CRPC, CMFA®

Financial Advisor

Franchise Owner
Learn more about Norman Long

Jacqueline Taylor

AAMS

Financial Advisor

Learn more about Jacqueline Taylor

Graeme W Lamb

CFP®, ChFC®, APMA

Private Wealth Advisor

Learn more about Graeme W Lamb

Tristin Hotaling

Financial Advisor

Learn more about Tristin Hotaling

Carson McEvoy

Financial Advisor

Learn more about Carson McEvoy

Hunter Edwards

Financial Advisor

Learn more about Hunter Edwards

Gary Dionne

Financial Advisor

Learn more about Gary Dionne

Mark Fontana

Financial Advisor

Learn more about Mark Fontana


Our team

Jennifer Rodriguez

Jennifer Rodriguez

Practice Manager,

Chief Operating Officer of LPM Advisory Group

Qualifications

  • Finra 7, 63 & 65 Security Licensed
  • Life, Health, Variable Insurance Licensed
  • Bachelor of Arts, Economics, University of Texas

Roles & Responsibilities

  • As Chief Operating Officer for our NH Team, Jennifer leads internal business operations and manages day-to-day operations, including marketing, finance and HR, across our multiple NH office locations.
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Shirley Bernard

Shirley Bernard

Operations Manager

Jennifer Dearborn

Jennifer Dearborn

Office Manager

Personal Intro

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.

Qualifications

  • Bachelor of Commercial Art, Notre Dame College
  • NH Notary

Roles & Responsibilities

  • Office Manager
  • As Office Manager of our Concord location, Jennifer facilitates client service, outreach and communications, as well as ensures office efficiency for a premium client experience.
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Sheena Simpson

Sheena Simpson

Paraplanner

Qualifications

  • FINRA Series 7, 63 & 65 Licensed

  • NH Life, Health, Variable Insurance Licensed

  • NH Notary

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Chrystal Leketa

Chrystal Leketa

Client Service Coordinator

Cynthia Matthews Roy

Cynthia Matthews Roy

Client Service Coordinator

Jodi Steverman

Jodi Steverman

Business Development Director

Personal Intro

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!

Qualifications

    • Bachelor of Arts, Sociology and English, St. Michael’s College
    • MBA, Southern New Hampshire University
  • NH Life, Health, Variable Insurance License

  • NH Notary

Roles & Responsibilities

  • In her role as Business Development Director, Jodi will focus on further developing and growing the Practice with the goal of broadening the value and services we provide to our clients.
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Ginger Bell

Ginger Bell

Executive Assistant

Roles & Responsibilities

  • As Executive Assistant to Private Wealth Advisor and Managing Partner, Brendan Mann, Ginger facilitates the organization and execution of Brendan’s executive responsibilities.
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