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Our financial advice team


Jodi Steverman, Financial Advisor serving the Concord, NH area - Ameriprise Advisors

Jodi Steverman

MBA

Financial Advisor

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

Areas of focus

  • Tax Planning Strategies
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

  • St Michael's College, Bachelor of Arts, Sociology and English
  • Southern New Hampshire University, Master of Business Administration

Awards & recognition

  • LPM Advisory Group, Forbes Top Wealth Management Teams: Private Wealth, 2023, 2024, 2025
  • LPM Advisory Group, Ameriprise Client Experience Award, 2021, 2022, 2023, 2024

Community participation

New Hampshire Food Bank

Interests

After joining the team as the Business Development Director in 2022, I decided to pursue my licensing to become a Financial Advisor within the team. I look forward to the opportunity to build relationships with my clients as well as support them in achieving their goals. Outside of work I enjoy spending time with my two children and my dog "spout". As my children grow into adults, I find myself with the time to explore my hobbies more. I enjoy working out, hot yoga, and a good book. I am always looking for a good book recommendation!