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.

John Caggiano, LUTCF, ChFC

Financial Planner

603.431.1382

jcaggiano@northeastplanning.com

John is dedicated to serving the investment and financial needs of his clients by offering objective financial planning advice and a wide variety of products and services.

Denise Reilly Melanson

Director of Client Services

603.431.1382

dmelanson@northeastplanning.com

Since joining John’s practice in June 2010, Denise quickly accepted the challenge of providing a high level of customer service and support to the practice. Denise handles multiple aspects of client administration such as client...

Karen Berquist

Senior Administrator

603.431.1382 x108

kberquist@northeastplanning.com

With over 30 years of experience in the financial services industry and 25 years with our practice, Karen Berquist is a vital and skilled member of our practice. Considered “The Czar of All Things Paperwork and...

Ellen Cherry

Director of Operations

603.431.1382 x113

echerry@northeastplanning.com

Our Director of Operations, Ellen wears many hats as she oversees our office’s day to day operations. From client services to compliance, licensing to special projects, Ellen supports our advisors and practice as we strive...

Abbie Sheedy

Front Office Manager

603.431.1382 x109

asheedy@northeastplanning.com

That smiling face you see when you enter our office belongs to Abbie Sheedy, our wonderful Front Office Manager. Beyond greeting our clients, Abbie handles review meeting preparation and fields phone calls for the office...

Deb Dussault

Virtual Assistant Manager

ddussault@northeastplannting.com

Deb performs a variety of administrative duties for our practice.

Matthew Eaton

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.

Andrew Doughty, CFP®, CIMA

Financial Planner

Andrew oversees the implementation of client investment decisions, research on specific investments, and research on historical investment performance.