Team

At Northeast Planning Associates, our team draws on extensive experience and industry knowledge to support clients as they navigate financial planning, wealth management, and retirement preparation. Our wealth management team come from diverse professional backgrounds, yet we share a unified commitment to providing thoughtful guidance and meaningful client relationships. We take a collaborative approach that prioritizes understanding each client’s circumstances, goals, and long‑term planning needs. This foundation helps us deliver personalized attention rooted in clarity, education, and open communication.

Meet our team of dedicated financial professionals, proudly serving clients from our Fairhaven, Massachusetts office.

John Castelot, MRFC®

LPL Financial Advisor

800.279.8083

774.294.5406

john.castelot@lpl.com

John Castelot believes that independence means understanding that each client’s needs are unique, and that not every client’s goals can be achieved with a single provider of financial products. The desire to offer...

Sarah Drake

Financial Advisor

800-279-8083

sarah.drake@lpl.com

Sarah has been with Northeast Planning Associates since 2021. Sarah is John Castelot’s daughter, and is very excited to be part of the family business.

Meagan Willett

Practice Manager

800.279.8083

774-294-5406

meagan.willett@lpl.com

Meagan Willett has been at Northeast Planning since June 2015, working hard to maintain and foster relationships with clients. Helping the firm run as productively as possible, she arranges semi-annual and annual reviews, processes...

Andrew T. Doughty, CFP®, CIMA®

Director of Research

Andrew T. Doughty, CFP®, CIMA® joined Northeast Planning Associates in 2013 after five years supporting successful financial advisors in Massachusetts and Florida. He brings great knowledge and a thorough understanding of...

Matthew H. Eaton, CLU, ChFC, CFP®

Director of Case Development

Matthew H. Eaton, CLU, ChFC, CFP®, has been with Northeast Planning Associates for more than 30 years, joining NPA in 1980.