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.
As Director of Financial Services, Janet Zale has been with Gary Pelletier for more than 25 years and is responsible for the overall operation of the practice. She has more than 25 years of management and supervisory experience.
Lauren Colby
Office Manager, Insurance & Retirement Plan Coordinator
As Office Manager and Insurance & Retirement Plan Coordinator, Lauren specializes in servicing the needs of corporate retirement plans and participants as well as life, long term care and disability insurance needs.
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.
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.