Team profile


Loyalty Driven - Premium Service - Modern Approach

At LPM Advisory Group, we unite the expertise of our Private Wealth and Financial Advisors with the dedication of our support team to create meaningful impact for our clients. We strive to build relationships founded on loyalty and trusted collaboration, guided by the commitment to premium service, and delivered through a modern, forward-thinking approach. Our mission is simple: to empower both clients and team members with the confidence to grow personally, professionally, and financially.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Sustainable and Responsible Investing

Awards & recognition

  • LPM Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • LPM Advisory Group, Ameriprise Client Experience Award, 2021, 2022, 2023, 2024
  • James E Lamb, Forbes Best-in-State Wealth Advisors, 2025

Community participation

NH Food Bank Day of Service, 2024
NH Food Bank Day of Service, 2024

LPM Advisory Group is proud to sponsor the following annually:

Beaver Brook Association Fall Festival, Amherst NH

New Hampshire Food Bank

Franklin VNA & Hospice

Oyster River Boys Hockey Booster Club

Meredith Lions Club Rubber Duckie Race

Hopkinton Rotary Club Scholarship Golf Tournament

The Patrice Marie Haggerty Memorial Golf Tournament

Haven, Portsmouth NH

Woodfords Family Services Annual Auction

Ronald McDonald House, Portland ME

These are events we feel a connection to due to shared history or interests with our clients. We believe in working and giving in our communities alongside our clients to make a difference in New England.

What Financial Planning Means to Our Team

Our mission is to guide clients with clarity and confidence as they pursue their financial dreams through every stage of life. We take a holistic approach, honoring each individual’s unique journey and circumstances. Beyond helping clients build and manage wealth, our true purpose is to empower them to live fully—spending with intention and enjoying the rewards of their hard work.