Lamb, Petersen & Mann Advisory Group, Forbes Best-in-State Wealth Management Team, 2023 and 2024

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Events

Washington Update

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

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Wally Sees the World

Meet our new Mascot WALLY! By being a bull, he represents our appreciation of a bull market, and the name Wally is derived from WallStreet. His name was chosen from a recent batch of entries in a naming contest we held that included clients, team members, and family & friends of the Practice. Thank you, Paul B for providing the winning name, which won by a majority of votes. Now our “Wally Sees the World” campaign can begin in earnest! If you are traveling, please let us know and we will provide you with a mascot to take on your trip, with the simple request you provide us with a few fun pictures of your & Wally’s adventures to post to our social media. Wally's first trip was to Ireland!