Team

At Northeast Planning Associates, Inc., our goal is helping our clients work towards theirs. We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families, and business owners. For more than 50 years, we have provided our clients with access to a full range of financial services, strategies, and solutions.

Please click a team member name below for their full biography.

Tracy Jean

Assistant

tjean@northeastplanning.com

In her role as administrative assistant, Tracy processes client paperwork, assists with marketing andclient communication efforts, and manages Zach's calendar. Tracy is a key member of our team andshe’s always ready to help.Prior...

Matthew H. Eaton, CLU, ChFC, CFP®

Research Director

Matthew H. Eaton, CLU, ChFC, CFP®, has been with us for more than 30 years. In his role as Research Director, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.

Andrew Doughty, CFP®, CIMA

Financial Planner

Andrew oversees the implementation of client investment decisions, research on specific investments, and research on historical investment performance.

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