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!


Our advisors

Advisor photo for Brendan Mann

Brendan Mann

MS, CFP®

Private Wealth Advisor

Managing Partner of Lamb, Petersen & Mann Advisory Group
Learn more about Brendan Mann
Advisor photo for James E Lamb

James E Lamb

CFP®, CRPC

Private Wealth Advisor

Managing Partner of Lamb, Petersen & Mann Advisory Group
Learn more about James E Lamb
Advisor photo for Lee Petersen

Lee Petersen

CRPC, CLTC®, APMA

Private Wealth Advisor

Managing Partner of Lamb, Petersen & Mann Advisory Group
Learn more about Lee Petersen
Advisor photo for Bryan Van Dussen

Bryan Van Dussen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bryan Van Dussen
Advisor photo for Kim Castelo

Kim Castelo

Financial Advisor

Learn more about Kim Castelo
Advisor photo for Logan Young

Logan Young

BFA, CRPC, APMA, CRPS

Financial Advisor

Behavioral Financial Advisor
Learn more about Logan Young
Advisor photo for Mark Fontana

Mark Fontana

Financial Advisor

Learn more about Mark Fontana
Advisor photo for Adam Stone

Adam Stone

CRPC, APMA

Financial Advisor

Learn more about Adam Stone
Advisor photo for AJ Camlin

AJ Camlin

Financial Advisor

Learn more about AJ Camlin
Advisor photo for Carson McEvoy

Carson McEvoy

Associate Financial Advisor

Learn more about Carson McEvoy
Advisor photo for Gary Dionne

Gary Dionne

Financial Advisor

Learn more about Gary Dionne
Advisor photo for Graeme W Lamb

Graeme W Lamb

CFP®

Financial Advisor

Learn more about Graeme W Lamb
Advisor photo for Jacqueline Taylor

Jacqueline Taylor

AAMS

Financial Advisor

Learn more about Jacqueline Taylor
Advisor photo for Katherine Morse

Katherine Morse

Financial Advisor

Learn more about Katherine Morse
Advisor photo for Robert Kennelly

Robert Kennelly

MBA, CFP®, CRPC, APMA

Financial Advisor

Learn more about Robert Kennelly
Advisor photo for Sophie Hughes

Sophie Hughes

Associate Financial Advisor

Learn more about Sophie Hughes Visit Sophie Hughes's website


Our team

Jennifer Rodriguez

Jennifer Rodriguez

Practice Manager

Qualifications

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

Roles & Responsibilities

  • As Practice Manager for our NH Team, Jennifer maintains efficiencies in operations across our multiple NH office locations, and provides client service and case management.
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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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Adam Keller

Adam Keller

Paraplanner

Personal Intro

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!

Qualifications

  • FINRA 7 and 66 Securities Licensed

    Life, Health and Variable Licensed

    Bachelor of Arts, Marlboro College, Marlboro VT.

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Sheena Simpson

Sheena Simpson

Paraplanner

Qualifications

  • Series 65

  • NH Notary

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Chrystal Leketa

Chrystal Leketa

Client Service Coordinator

Cynthia Matthews Roy

Cynthia Matthews Roy

Client Service Coordinator

Darrien Jackson

Darrien Jackson

Client Service Specialist

Personal Intro

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.

Qualifications

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Jodi Steverman

Jodi Steverman

Business Development Director

Personal Intro

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!

Qualifications

    • Bachelor of Arts, Sociology and English, St. Michael’s College
    • MBA, Southern New Hampshire University

Roles & Responsibilities

  • In her role as Business Development Director, Jodi will focus on further developing and growing the Practice with the goal of broadening the value and services we provide to our clients.
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Scott Trendell

Scott Trendell

Investment Specialist

Personal Intro

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.

Qualifications

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