Broker Check

Your Planning Team

 
Jason Lawrence, CFP®

Certified Financial Planner™

(603) 570-6802

jlawrence@northeastplanning.com

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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Emily Lawrence

Chief Financial Officer / Office Manager

(603) 570-6802

elawrence@northeastplanning.com

Emily serves on the team as the Chief Financial Officer and office manager, while also orchestrating the business' charitable giving. Outside of the office, Emily is a lieutenant colonel in the New Hampshire Air National Guard where...
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Margaret Murray, FPQP®

Executive Assistant / Certified Paraplanner

(603) 570-6808

mmurray@northeastplanning.com

Margaret Murray serves on the team by providing executive and strategic support to Jay. Margaret’s extensive professional background includes working as an executive assistant in various project management, administrative and...
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Rachelle Arnold, FPQP®

Client Experience Coordinator / Certified Paraplanner

(603) 570-6809

rarnold@northeastplanning.com

Rachelle serves on the team as the Client Experience Coordinator in concert with the rest of the team to support the Matthew 20:28 vision. Her position is constantly evolving based on the needs of the company and the development of her...

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Patrick J. Gillis, AIF®

Financial Advisor

(603) 766-3502

pgillis@northeastplanning.com

Patrick Gillis, AIF® is dedicated to serving the investment and financial needs of his clients by offering objective financial planning advice and access to a wide range of products and services. 

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Anne Cotty, FPQP®

Certified Paraplanner and Communication Manager

(603) 570-6802

acotty@northeastplanning.com

Anne 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...
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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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Deb Dussault

Virtual Assistant Manager

Deb performs a variety of administrative duties for our practice.

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Krista Arel

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

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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