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Team

“Every client has different needs and challenges. My goal is to achieve the highest level of understanding of their unique situation. Only then can I help them plan with confidence.” Drawing upon her many years of experience in...

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“It’s important for clients to understand how they can manage their behavior to help achieve their long-term investing goals.” Specializing in portfolio management and IRA distribution planning, Matt Becker applies his strong...

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Donna has moved up to become our Service Manager. She is here to help you with any questions you may have about your statements, documents, or systematic withdrawal's. She is also available if you have any questions with the online systems

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Nicole likes to keep you up to date with what is going on both in the world and at Eastern Planning. Therefore she has several systems of communications; letters, e-letters, conference calls, webinars, workshops, mailings and social...

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Susan Agate

Client Service Coordinator

845-627-8300

845-627-8237

Susan is the first person you'll see when you visit the office of Eastern Planning Inc. and the first voice you'll hear on the phone. She is here to make sure we are accommodating our clients' needs and that they are receiving the...

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