Broker Check

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.

 

Jonathan Brisson

Vice President of Operations

(802) 893-2836

[email protected]

Jonathan fulfills various administrative and office duties, utilizing his strong skills in operations planning and execution. 

Read more

Matthew H. Eaton, CLU, ChFC, CFP®

Director of Case Development

(603) 471-0900

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

Anna-Marie Smith, CLU, ChFC, CFP®

Financial Planner

(603) 471-0900

Anna-Marie (Marie) Smith, CLU, ChFC, CFP®, helps create detailed financial plans for our clients, leveraging her extensive experience and state of the art financial planning software.
Read more

Deb Dussault

Virtual Assistant Manager

(603) 471-0900

Deb Dussault has been with Northeast Planning Associates, Inc. for more than 15 years. She performs a variety of administrative duties for our practice.
Read more

Have a Question?

Name
Email
Question
Thank you! Oops!