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. Beth Plentzas Financial Planner 603-471-0900 x220 email@example.com 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. Read more Caitlin Harrison Financial Planner 603-471-0900 x241 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. Read more Susan Egan Administrative Assistant 603-471-0900 x267 Susan Egan 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... Read more Erin Kelly Healthcare Administrator 603-471-0900 x205 firstname.lastname@example.org 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... Read more Matthew H. Eaton, CLU, ChFC, CFP® Director of Case Development 603-471-0900 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... Read more Have a Question? Name Email Address Question Thank you! Oops!