From our separate beginnings as Petersen, Mann & Associates and James Lamb & Associates, to becoming a united Lamb, Petersen & Mann Advisory Group in 2021, and then to LPM Advisory Group in 2025—our name has certainly evolved, but our commitment to our clients remains unwavering. We stand united in our purpose: to deliver exceptional financial guidance through collaboration, experience, and a deeply personal client experience. With a team of 20 advisors and support professionals across New Hampshire and Maine, we strive every day to provide a referrable client experience by exceeding your expectations, empowering your growth, and providing lasting confidence for you, your family, and your future.

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Team photo

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Our advisors

Brendan Mann

MS, CFP®, CRPC, APMA®, ChFC®

Private Wealth Advisor

Managing Partner of LPM Advisory Group
Learn more about Brendan Mann

James E Lamb

CFP®

Private Wealth Advisor

Managing Partner of LPM Advisory Group
Learn more about James E Lamb

Lee Petersen

Private Wealth Advisor

Managing Partner of LPM Advisory Group
Learn more about Lee Petersen

Bryan Van Dussen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Bryan Van Dussen

Kim Castelo

Financial Advisor

Learn more about Kim Castelo

Logan Young

CFP®, BFA, CRPC, APMA®, CRPS

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Logan Young

Adam Stone

CRPC, APMA®

Financial Advisor

Learn more about Adam Stone

Adam Keller

Financial Advisor

Learn more about Adam Keller

Robert Kennelly

MBA, CFP®, APMA®

Financial Advisor

Learn more about Robert Kennelly

Norman Long

CLTC®, CRPC, CMFA®

Financial Advisor

Franchise Owner
Learn more about Norman Long

Jacqueline Taylor

AAMS®

Financial Advisor

Learn more about Jacqueline Taylor

Graeme W Lamb

CFP®, APMA®

Private Wealth Advisor

Learn more about Graeme W Lamb

Tristin Hotaling

Financial Advisor

Learn more about Tristin Hotaling

Carson McEvoy

Financial Advisor

Learn more about Carson McEvoy

Hunter Edwards

CRPC, APMA®

Financial Advisor

Learn more about Hunter Edwards

Jodi Steverman

MBA

Financial Advisor

Learn more about Jodi Steverman


Our team

Jennifer Rodriguez

Jennifer Rodriguez

Practice Manager,

Chief Operating Officer of LPM Advisory Group

Qualifications

  • Finra 7, 63 & 65 Security Licensed
  • Life, Health, Variable Insurance Licensed
  • Bachelor of Arts, Economics, University of Texas

Roles & Responsibilities

  • As Chief Operating Officer for our NH Team, Jennifer leads internal business operations and manages day-to-day operations, including marketing, finance and HR, across our multiple NH office locations.
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Shirley Bernard

Shirley Bernard

Operations Manager

Jennifer Dearborn

Jennifer Dearborn

Office Manager

Personal Intro

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.

Qualifications

  • Bachelor of Commercial Art, Notre Dame College
  • NH Notary

Roles & Responsibilities

  • Office Manager
  • As Office Manager of our Concord location, Jennifer facilitates client service, outreach and communications, as well as ensures office efficiency for a premium client experience.
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Cynthia Matthews Roy

Cynthia Matthews Roy

Client Relationship Director

Chrystal Leketa

Chrystal Leketa

Client Service Coordinator

Ginger Bell

Ginger Bell

Executive Assistant

Roles & Responsibilities

  • As Executive Assistant to Private Wealth Advisor and Managing Partner, Brendan Mann, Ginger facilitates the organization and execution of Brendan’s executive responsibilities.
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Ryan Ardine

Ryan Ardine

Client Service Specialist

Personal Intro

After interning with LPM for the summer of 2025, Ryan is our most recent team member. Ryan will graduate from SNHU with a major in Business and played Varsity Baseball while at Colby Sawyer College early in his college career. He also worked hard to make the Dean's list multiple times and received Presidential honors throughout his education. We are excited to have Ryan on our team!

Roles & Responsibilities

  • As a Client Service Specialist working closely with Managing Partner, Lee Petersen, and Financial Advisor Hunter Edwards. He will facilitate all things client service related for Lee and Hunter to pro
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