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.

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.

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

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

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...