Broker Check

Your Planning Team

Jason Lawrence, CFP®

Financial Advisor

(603) 570-6802

[email protected]

Jason Lawrence is a specialist in individual and family wealth planning inclusive of portfolio analysis, tax efficiency, college, retirement, and legacy planning.

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Jim Farnham

Financial Planner

[email protected]

Jim Farnham is committed to building a relationship of trust with clients, working closely to help define their goals, explore alternatives and choose the strategies that are most appropriate to their individual situation.

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Julia Cooney

Senior Client Support Specialist

(603) 570-6802

[email protected]

Julia Cooney serves on our team by managing Jay’s calendar as well as the seamlessly facilitating the onboarding process for all new clients. 

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Audrianna Powell

Private Client Service Specialist

(603) 570-6802

[email protected]

Audrianna Powell serves families and small businesses by coordinating between multiple financial institutions to open accounts, move funds, and promptly resolve service requests.

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Matthew H. Eaton, CLU, ChFC, CFP®

Director of Case Development

Matthew H. Eaton, CLU, ChFC, CFP®, has been with Northeast Planning Associates for more than 30 years, joining NPA in 1980. During his tenure with NPA, Matt helped develop a sophisticated retirement distribution and asset...

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Andrew Doughty, CFP©

Financial Planner

Andrew T. Doughty, CFP®, joined the firm in 2013. Andrew oversees the implementation of client investment decisions, research on specific investments, and research on historical investment performance. He brings extensive knowledge...

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