Gary W. Pelletier, CLU, ChFC, AIF®

Northeast Planning Associates, Inc.

Corporate, Estate

& Financial Planning

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.

 

Gary W. Pelletier CLU, ChFC, AIF® is an Independent Wealth Planner who works with individuals, families, and businesses to provide investment and financial consulting. An award-winning financial advisor with more than 30 years of...

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A Certified Financial Planner™ pratitioner, Janet joined Gary’s practice in 2007 as Director of Financial Services. She is responsible for the overall operation of the practice, the execution of all operational objectives,...

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Lauren Colby, PPC®

Retirement Plan Coordinator / Insurance Coordinator

(800) 337-7421 x22

Lauren joined our team in 2007. She is the primary contact for 401(k) plan sponsors and participants, assisting and coordinating plan related issues. As Insurance Coordinator for the practice, Lauren’s responsibilities include...

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Brooke Hansen, CFP®

Para Planner / Wealth Management Service Representative

(800) 337-7421 x17

Brooke joined our team in 2015 as a Wealth Management Service Representative. She works closely with Gary to provide financial planning support and implementation to assist clients with creating and maintaining strategies toward their...

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Amanda Horkey

Alternative Investment Coordinator / Wealth Management Service Representative

(800) 337-7421 x20

Amanda Horkey joined our team in 2015 as a Wealth Management Service Representative and brings over 10 years of experience in the financial services industry and more than 15 years in client services responsibilities. As part of...

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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.

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

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