About Us
Clients

Management Team

Heirs

Edward C. Hiers
Founder & CEO

Edward C. Hiers, ChFC, has 40 years of financial services and investment management experience. He joined the firm in 1973, and oversaw its establishment under the Northeast Planning Associates, Inc. name in 1980.

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He was also responsible for organizing the firm as a Registered Investment Advisor. During his tenure, NPA has grown to be one of the largest financial planning firms in New England with 2,500 corporate clients and over 12,000 individual clients across 31 offices in 5 states, with more than $2 billion dollars in assets under management with LPL Financial.

Ed is responsible for the strategic direction of the firm, working with the management team to ensure that NPA provides a comprehensive support and services platform for advisors. Focused primarily on improving advisor practice management, Ed frequently meets with NPA advisors both individually and in groups, as well as industry leaders, sharing insights and initiating dialogue on topics critical to financial services professionals.

Ed resides in Bedford, NH, with his wife Barbara. They have four adult children and six grandchildren. He is also very involved in his community, serving as Lead Pastor at Shiloh Community Church in Manchester, NH.

Heirs

Benjamin J. Hiers
President & COO

Benjamin J. Hiers has more than 10 years of financial services and corporate development experience. Ben joined NPA in 2005 and has led the firm’s Integrated Partners program and institutionalized its Marketing department.

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In his current role, Ben oversees of all aspects of the firm’s day-to-day operations. He frequently meets with NPA advisors regarding practice management issues and ensures the firm is positioned to drive continued value to advisor practices. Ben also serves as the liaison to Broker/Dealer LPL Financial, advocating on advisors’ behalf and leveraging the firm’s scale to secure the highest level of support.

Prior to joining NPA, Ben spent six years at Lucent Technologies, where he served as Manager of Equity Capital Markets and completed the Financial Leadership Development Program. He also worked in Lucent’s Mergers and Acquisitions and Treasury departments. Ben is an LPL registered principal and holds Series 7, 24, and 66 registrations through LPL Financial. Ben graduated as Valedictorian from Babson College and earned a Master’s Degree (Summa Cum Laude) from the F.W. Olin Graduate School of Business.

Ben resides in Goffstown, NH, with his wife Jill and their daughter.

Burnham

Donald A. Burnham
Chief Compliance Officer

Donald A. Burnham joined the firm more than 11 years ago. He has been in the financial services business for over forty years.

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Don is responsible for managing the regulatory risk and compliance, focusing on education, communication, and direct oversight of NPA and all of the advisors, staff, and offices.

Prior to joining NPA, Don was with Fidelity Investment in FMR Corporate Compliance where he was responsible for risk and compliance oversight of Fidelity Institutional Investment Services, Inc. in the 401(k) business. Prior to Fidelity, Don spent over eighteen years with Chubb Corporation's broker/dealer, Chubb Securities Corporation, as Chief Compliance Officer. He was also previously a Securities Investigator with the Commonwealth of Massachusetts Securities Division and a Senior Examiner with FINRA (formerly NASD). Don is Series 7, 24, 51, 63, and 65 registered with LPL Financial. He holds a BA in Economics from New England College in Henniker, NH.

Don resides in Derry, NH with his wife Darlene. They have an adult son and two grandchildren.

Eaton

Matthew H. Eaton
Director of Case Development and Technical Support

Matthew H. Eaton, CLU, ChFC, CFP®, joined NPA in 1980. Matt helps NPA’s Financial Advisors assist their clients in estate and charitable planning, business succession planning, and executive benefits.

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During his tenure, Matt helped develop a sophisticated retirement distribution and asset allocation software program for financial planners. This program is available independently and exclusive to NPA advisors. He also serves as a support to our network of professionals, frequently assisting our CPA, Financial Institution, and Attorney partners.

Prior to joining NPA, Matt served as Chief Operating Officer for Micree Corporation and was a 1st Lieutenant in the United States Army. He is the Former President of the New Hampshire Society of Financial Service Professionals; Former President of the New Hampshire Chapter of the Association of Insurance and Financial Advisors; and Former President of the Nashua Chapter of the Association of Insurance and Financial Advisors. He is Series 6, 7, and 65 registered with LPL Financial. Matt earned a BS degree at the United States Military Academy, West Point, NY.

Matt resides in Nottingham, NH with his wife Seonaid. They have three adult children and one grandchild.

Brassard

Louise P. Brassard
Director of Recruiting

Louise P. Brassard has been with Northeast Planning Associates, Inc. for more than 20 years. She has served as Director of Corporate Development since 1996, having previously headed the Marketing Department.

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Louise works with advisors throughout their lifecycle at NPA, from recruitment and practice set-up / migration to ongoing practice development and resource placement, ensuring an easy transition for any advisor that joins NPA. She is also responsible for developing partnerships for the firm with Credit Unions and CPA firms as a part of NPAs Integrated Partners program.

Prior to joining NPA, Louise spent five years with Northwestern Mutual Life. She is active in her community, volunteering as a Court Appointed Special Advocate (CASA) advocating for abused and neglected children in New Hampshire.

Louise resides in Strafford, NH with her husband, Norm. They have three adult children and two grandchildren.

Hartman

Michael J. Hartman
Director of Operations & Compliance Officer

Michael J. Hartman has been with Northeast Planning Associates, Inc. since 1983. In his 30 years with NPA, Mike, who is the son of the firm's founder, Jack Hartman, has served in a variety of positions.

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In his current role as Director of Operations, Mike handles and oversees day-to-day operations of the Bedford physical site as well as providing significant advisor support, acting as an intermediary between the advisors and broker/dealer, LPL Financial. He also functions as Compliance Officer for NPA, working with Don Burnham to provide oversight of our advisors, staff, and branch offices.

Mike earned the CRCP designation (Certified Regulatory and Compliance Professional) through FINRA and the Wharton School of Business at the University of Pennsylvania. Mike holds Series 6, 7, 24, and 63 registrations through LPL Financial. He also holds an undergraduate degree in Business Management from Southern New Hampshire University.

Mike resides in Merrimack, NH with his wife Tammy and has one daughter currently attending college in Michigan.

Smith

Anna-Marie (Marie) Smith
Director of Training

Anna-Marie (Marie) Smith, CLU, ChFC, CFP®, has been with Northeast Planning Associates, Inc. for 20 years. Marie developed the training program used with new advisors and our CPA Partners.

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The training program has been expanded to include continuing education for all NPA advisors through monthly Webinars, Regional Training programs and Advisor University, a "peer to peer" educational format where successful advisors share their insights.

In addition to her role as Director of Training, Marie supports Matt Eaton in providing technical support to NPA's Financial Advisors and Partners. She is also familiar with a variety of financial planning software programs and works closely with advisors in developing financial plans for their clients.

Prior to joining NPA, Marie was a Brokerage Manager for National Life of Vermont, representing their products and services to advisors throughout New England. She is the Former President of the New Hampshire Society of Financial Service Professionals and has served on the Board of Directors for Moore Center Services, Inc., an area agency serving individuals with intellectual and developmental disabilities and acquired brain disorder (ABD) in Manchester and the surrounding area. She is Series 6, 7, 24, and 65 registered with LPL Financial. Marie has a Master of Science in Financial Services from the American College in Bryn Mawr, PA.

Marie resides in Wakefield, NH with her husband, Roger. They have an adult daughter and two grandchildren.

Harms

Bryan C. Harms
Director of Marketing

Bryan C. Harms joined the Northeast Planning Associates, Inc. in 2012. He brings nearly 20 years of marketing and corporate development experience.

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Bryan is responsible for NPA’s corporate brand as well as working with individual advisors on their marketing plans and campaigns.

Prior to joining NPA, Bryan held a variety of marketing and management positions including Director of Marketing for Inverness Real Estate Investments, a securities firm specializing in real estate-based investments, and Principal at Viking Real Estate Investments, a commercial and residential lender. Bryan is Series 7 registered with LPL Financial. He earned a BA degree from the University of California, Berkeley.

Bryan and his wife reside in Amherst, NH, with their two daughters.

Locke

Jeffrey S. Locke
Director of Financial Institutions

Jeffrey S. Locke, CFP® joined Northeast Planning Associates, Inc. in 2010 and has been in the investment industry for more than 30 years.

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Jeff is responsible for the Financial Institution division at NPA where he oversees business development, practice management, sales support, client consulting and OSJ responsibilities.

Prior to joining NPA, Jeff was Senior Executive at TD Bank, where he was responsible for TD Bank's Financial Advisory program - including 150 full time financial advisors and 50 licensed branch employees, supervised through seven Offices of Supervisory Jurisdiction. The field sales team was supported by a sales management, compliance, operations and administrative team of 115 individuals across eight northeastern states. During his career he also worked with other local financial institutions, including Liberty Securities Corp., Fleet Bank, Eastern Bank, Boston Federal Savings, and Andover Bank. He is currently a Registered Principal with LPL Financial and holds a Series 7, 63, 66 and 24 securities registrations with LPL Financial, along with a Life Insurance license with NH, VT and MA. Jeff earned a BA degree from University of W. Connecticut and his CFP® from the College for Financial Planning in Denver, Colorado.

Jeff resides in Nashua, NH with his wife, Suzanne. They have three adult sons and an adult daughter, all who live and work in the southern New Hampshire area.

Northeast Planning Associates, Inc.
43 Constitution Drive, Bedford, NH 03110 (Show Map)
800-255-8452 |


Advisory services may be offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser, or LPL Financial, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. NPA and LPL Financial are not affiliated.

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