Your Planning Team
Jason Lawrence, CFP®
Financial Advisor
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.
Jim Farnham
Financial Planner
jfarnham@northeastplanning.com
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
Senior Client Support Specialist
Julia Cooney serves on our team by managing Jay’s calendar as well as the seamlessly facilitating the onboarding process for all new clients.
Sarah Laratonda
Account Operations Manager
slaratonda@northeastplanning.com
Sarah Laratonda serves solely to make the lives of our clients easier through serving them with any and every service request that may arise. Sarah also works closely with Jay and Jim to integrate the plans they architect by...
Margaret Murray
Executive Assistant
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...