Team

At Northeast Planning Associates, Inc., we 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 F. Wallace

Financial Planner

(603) 471-0900

Gary has been in the financial services business for more than 35 years, and is a specialist in executive fringe benefit programs and estate planning, as well as asset allocation and retirement planning.

Matthew H. Eaton, CLU, ChFC, CFP®

Research Director

(603) 471-0900

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 Smith, CLU, ChFC, CFP®

Financial Planner

(603) 471-0900

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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