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Planning Team

At Northeast Planning Associates, Inc., we are 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. 

Jim Farnham

Financial Planner

(603) 570-6802

jfarnham@northeastplanning.com

Jim is committed to building relationships of trust with clients, working closely to help define goals and objectives, explore alternatives and choose the financial strategies that are most appropriate to their individual situation.

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Jason Lawrence, CFP

Financial Advisor

Jason Lawrence is a specialist in individual and family wealth planning inclusive of portfolio analysis, tax efficiency, college, retirement, and legacy planning.

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Julia Cooney

Senior Client Support Specialist

(603) 570-6802

jcooney@northeastplanning.com

Julia Cooney serves on our team by managing Jim’s calendar as well as the seamlessly facilitating the onboarding process for all new clients. 

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Audrianna Powell

Private Client Service Specialist

(603) 570-6802

Audrianna Powell serves families and small businesses by coordinating between multiple financial institutions to open accounts, move funds, and promptly resolve service requests.

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Matthew H. Eaton, CLU, ChFC, CFP®

Director of Case Development

In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.

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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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