Concord, NH Rumford St Office

Lee Petersen is a financial advisor with Ameriprise in Meredith, NH, holding a Series 66 credential and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Petersen is a managing partner of Lakes Region Development, Inc., where he is involved in strategic, operational, and financial management related to the Ameriprise practice. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its institutional platform.

Scott Costa is a financial advisor at Ameriprise Financial Services, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise, he worked at Fidelity Investments and has experience in other industries including a role at JNR Gutters Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies. The firm employs a collaborative, research-driven approach incorporating third-party data and proprietary tools within a defined investment framework.

Hunter Edwards is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Globe Wealth Management for five years. Outside of his advisory role, Edwards has been involved with Lakes Region Development as an associate financial advisor. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written, non-discretionary recommendation reports combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation.

Jodi Steverman is a financial advisor with Ameriprise in Allenstown, NH, holding a Series 66 designation and beginning her advisory career in 2022. Prior to joining Ameriprise, she worked in education at Westwood Public Schools and in healthcare at Phillips Healthcare. Outside of her advisory role, she is involved in tax preparation services through Velocity Tax Planning. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation to support its retirement-income consulting process.

Joshua Andrews is a financial advisor with Ameriprise in Concord, NH, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Fidelity Investments and has a background that includes roles outside of finance at Wegmans Food Markets, Inc., Demoulas Super Markets, Inc., and in education at Nashoba Valley Technical High School and the University of Massachusetts Lowell. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.