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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.


Beth Plentzas

Financial Planner

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Beth works with people who want to make smart choices with their money in a way that will allow them to work towards their financial goals. 

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Caitlin Harrison

Financial Planner

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Caitlin helps her clients take control of their financial future, by developing a comprehensive strategy that encompasses a client’s specific financial needs and requirements.

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Susan Soares

Office Manager

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Susan Soares assists Beth and Caitlin with client services and application preparation and processing, and handles appointment scheduling for the practice.  A valuable member of our team since 2018, Susan came to our office with...
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Erin Kelly

Healthcare Administrator

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Erin Kelly oversees the administration of the Health Insurance portion of Beth and Caitlin’s business, working with both individual and group clients. With over 10 years of experience in the health insurance industry, she also...

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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 allocation...
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