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.
Series 65
Darrien enjoys staying active and spending time with his family and friends. He excels at basketball and golf and is always ready for a pick-game or round of golf. He is always wearing his signature smile and values helping our clients.
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!
Scott has worked in DC at the Capital Building, as an attorney, and most recently as a Financial Advisor with Ameriprise Financial and Lamb, Petersen & Mann Advisory Group. Scott works in an Investment Specialist position within the Team, as he enjoys a slow journey into full-time retirement.
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