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
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
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
kberquist@northeastplanning.com
Ellen Cherry
Director of Operations
Abbie Sheedy
Front Office Manager
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.