Your Planning Team
Jason Lawrence, CFP®
Certified Financial Planner™
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.
Emily Lawrence
Chief Financial Officer / Office Manager
elawrence@northeastplanning.com
Margaret Murray, FPQP®
Executive Assistant / Certified Paraplanner
Rachelle Arnold, FPQP®
Client Experience Coordinator / Certified Paraplanner
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...
Anne Cotty
Client Service and Communication Director
Patrick J. Gillis, AIF®
Financial Advisor
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.
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...
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...
Deb Dussault
Virtual Assistant Manager
Deb performs a variety of administrative duties for our practice.
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...
Monique Gagne
Administrative Assistant