Our Team
Core Team
Ownership & Managing Partners
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Jason Lawrence, CFP ®
Certified Financial Planner™️
Jason Lawrence is a specialist in individual and family wealth planning inclusive of portfolio analysis, tax efficiency, college, retirement, and legacy planning.
📞 (603) 570-6802
✉️ jlawrence@northeastplanning.com
LinkedIn -
Emily Lawrence
CHIEF OPERATING OFFICER
Emily serves on the team as the Chief Operating Officer, manager of business finance, and business strategist. She also orchestrates the business’ employee benefits and charitable giving, both locally and internationally.
📞 (603) 570-6802
✉️ elawrence@northeastplanning.com
General Contracting Advisors
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Margaret Murray, FPQP ®
FINANCIAL ADVISOR /
MANAGER OF TEAM DEVELOPMENTMargaret is dedicated to empowering clients through proactive financial education and strategic communication, built on a foundation of collaboration. As a Financial Advisor, she oversees the end-to-end implementation, monitoring and integration of clients’ financial plans.
📞 (603) 570-6808
✉️ mmurray@northeastplanning.com
🗓️ Schedule A Meeting -
Neil Hubacker, FPQP ®
FINANCIAL ADVISOR
Financial advising isn’t just about crunching numbers; it’s about funding the freedom to live well. Neil leverages his background in education and financial technology leadership to translate complex financial goals into actionable, ambitious legacies. He listens with intent and executes with the collective expertise of the NPA team to help every client’s preferred future become a reality.
📞 (603) 570-6804
✉️ nhubacker@northeastplanning.com
🗓️ Schedule A Meeting -
Patrick J. Gillis, AIF ®
FINANCIAL ADVISOR
Patrick Gillis, AIF® is dedicated to serving the investment and financial needs of his clients by offering collaborative financial planning advice and access to a wide range of products and services.
📞 (603) 766-3502
✉️ pgillis@northeastplanning.com
Paraplanning Professionals
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Kristen Hughes
MANAGER OF BUSINESS INTEGRATION AND CLIENT SUCCESS
Kristen Hughes has over 20 years of experience in the financial services industry. She began her tenure working for a registered investment advisor serving corporate clients in the areas of client service, compliance and accounting for 14 years.
📞 (603) 570-6809
✉️ khughes@northeastplanning.com
🗓️ Schedule A Meeting -
Sherri Pierce, FPQP ®
CERTIFIED PARAPLANNER /
MANAGER OF CLIENT ENGAGEMENTSherri serves on the team as a Certified Paraplanner, having earned her Financial Paraplanner Qualified Professional™️ certification in May 2024.
📞 (603) 570-6806
✉️ spierce@northeastplanning.com
🗓️ Schedule A Meeting -
Anne Cotty, FPQP ®
CERTIFIED PARAPLANNER /
MANAGER OF CLIENT COMMUNICATIONSAnne serves our clients as a Certified Paraplanner as well as our Communication Director. For our community of investors, she serves to make our new clients feel welcome and at ease as they implement their personalized investment plans...
📞 (603) 570-6802
✉️ acotty@northeastplanning.com
🗓️ Schedule A Meeting
Strategic Supporting Partnerships
Licensed Financial Advisors
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Gerry Weidema, CPA ®, CFP ®
CPA®
Gerry S. Weidema is a Certified Public Accountant specializing in offering individuals and closely-help businesses accounting and tax planning services. As a native of Wilemstad, Curacao, Dutch Antilles, she immigrated to the United States in 1969, and became a citizen in 1980. Gerry started her company in 1981, after obtaining her CPA license. In 1993 Ellen M. Lavin became a partner in the firm of Weidema and Lavin CPA',PA.
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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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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...
Executive Administrators
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Deb Dussault
ADMINISTRATIVE ASSISTANT TEAM MANAGER
Deb performs a variety of administrative duties for our practice.
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Krista Arel
SENIOR ADMINISTRATIVE ASSISTANT
Krista performs a variety of client service and general administrative duties for the practice, including application preparation and processing, scheduling, and communicating with clients. She came to NPA with an extensive background…
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Monique Gagne, FPQP ®
CERTIFIED PARAPLANNER / ADMINISTRATIVE ASSISTANT
In her role as Administrative Assistant, Monique helps with opening new accounts, servicing existing accounts, working on special projects, and liaising with insurance companies on behalf of clients. Monique is a key member of our team…
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Caroline Lorden
ADMINISTRATIVE ASSISTANT
Caroline brings a client-focused approach to her role at NPA, where she supports the practice through a wide range of administrative and client service responsibilities
Our Values
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We prioritize serving the needs of families and businesses first. Our focus is on providing excellent service and meeting the demands of the clients. This value emphasizes the importance of putting the interests of the clients ahead of the business’s own interests with the belief that positive results and success will naturally follow as a result of exceptional service.
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By emphasizing the importance of maintaining unity within the team and extending grace towards one another, the statement highlights the value of collaboration, support, and understanding among team members.
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By emphasizing unity within the team and promoting grace, patience, and gentleness towards one another and ourselves, this value encourages creating a harmonious work environment where team members support and uplift each other. A positive work culture contributes to employee engagement and satisfaction while fostering collaboration, productivity and loyalty among team members.
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This statement emphasizes the importance of dedication, diligence and delivering high-quality work. The values of being faithful, available, and teachable in all situations further demonstrates a commitment to personal and professional growth.
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Continuous improvement and a commitment to Kaizen; seeking opportunities for small incremental improvements in processes, products and services. It involves encouraging ourselves and fellow team members to constantly strive for betterment, identify areas for enhancement and implement changes that lead to increased efficiency, productivity and overall quality. This value promotes a culture of innovation, learning and adaptability while honoring the psychology around "the gap and the gain" (Dan Sullivan).
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Integrity and alignment with core values that are different from the world’s vision and values, the statement emphasizes the importance of maintaining a strong moral compass and staying true to one’s principles. This value encourages businesses to make decisions and conduct themselves in a way that is consistent with their core beliefs, even if it goes against prevailing norms or societal pressures. Demonstration of commitment to ethical practices, integrity, and standing firm on principles leading to trust and loyalty from clients, employees and stakeholders.
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The importance of being active in our communities and loving our neighbors as ourselves. This statement highlights the value of having a positive impact on society. Our business actively participates in and contributes to our local and glocal communities through building relationships and supporting the well being of others through supporting our own well being individually and as an organization.
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The African cultural concept of "Ubuntu" emphasizes the interconnectedness of individuals and the importance of working together as a cohesive unit. This value promotes teamwork, cooperation and a shared sense of responsibility towards achieving common goals. It highlights the belief that the success of one is tied to the success of all and that failures or learning opportunities are approached collectively as opportunities for growth.
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Practicing gratitude can make us happier and more satisfied with our lives, both at work and outside of work. Taking time to reflect on the things we are thankful for, whether big or small, helps us appreciate what we have rather than focus on what we lack.
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We as a team work hard individually for the benefit of each other, our community, and to honor God. We also rest well, knowing that rest is essential to serving well.
