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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 Demet

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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Sharon Rice

Healthcare Administrator

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Sharon Rice oversees the administration of the Health Insurance portion of Beth and Caitlin’s business, working with both individual and group clients. She also handles account processing and provides quotes for our dental, life...

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Muriel Hooley

Administrative Assistant

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Muriel Hooley is the newest member of the practice of Beth Plentzas and Caitlin Demet, and comes to their office with 10 years of experience in the financial services industry. Muriel handles appointment scheduling and assists the NPA...
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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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Anna-Marie Smith, CLU, ChFC, CFP®

Financial Planner


Anna-Marie (Marie) Smith, CLU, ChFC, CFP®, has been with Northeast Planning Associates, Inc. for 20 years. Marie helps create detailed financial plans for our clients, leveraging her extensive experience and state of the art financial...
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