In January of 2021, Petersen, Mann & Associates and James Lamb & Associates joined forces to form the Lamb, Petersen & Mann Advisory group. The new combined team delivers a wider range of expertise to our clients and continues to provide a premium, personal client experience. The integration of the teams provides seamless transitions among all team members, resulting in longevity for our Practice and uninterrupted service to our clients. Combining the above with our goal of providing comprehensive financial planning and investment advice via our team of knowledgeable Financial Advisors, we look forward to serving our new and existing clients, as well as their next generation, in the manner they expect, and that we are confident we can provide. Our Practice, which includes a team of 20+ Financial Advisors and support staff, and multiple office locations across New Hampshire and Maine, look forward to providing you 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
Finra 7 Securities License
Series 65
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!
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