Your Planning Team

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

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...

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...

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 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 performs a variety of administrative duties for our practice.

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...