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Our Team

Our History

Eastern Planning, Inc. began in 1995 with a simple vision: provide superior customer service and personal, practical advice. In 2000, Beth Blecker took over as CEO of the company and grew the firm to its present scope, serving hundreds of clients nationwide.

We believe very few advisors can match our knowledge and expertise in the areas of retirement planning and distribution strategies, particularly how best to integrate the compensation packages provided to corporate executives at the major firms in our area. Clients appreciate our emphasis on big-picture strategic planning. We don’t believe in a once-and-done approach resulting in a written document that sits on a shelf gathering dust. Our clients see their plans almost as a living, breathing resource, designed to change and adapt to whatever happens in their lives.

Our Goal

Eastern Planning is always there to assist clients in making some of the most important financial decisions with confidence so they can enjoy their lives.

Our Back Office Team

I am supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind—your success. I think it is important that I introduce them to you.

They are Affiliated Advisors, an independent firm that provides us with back office, technology, regulatory and operational support. They are not onsite at my office, but always available to help and guide us.

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Have Questions?

 
Beth Blecker, RFC Photo
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Beth Blecker, RFC

CEO

Beth Blecker, RFC 

CEO


Phone: (845) 627-8300
Fax: (845) 627-8237
bblecker@easternplanning.com

“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 retirement planning and particular expertise in distribution strategies, Beth Blecker provides clients approaching their retirement years or in times of transition with proactive financial strategies. She understands that it's not just your money, it's your life and works towards helping establish financial balance.

A long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, Beth teaches retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events.

Beth has long been involved in helping women develop financial literacy. She offers regular workshops and has hosted a weekly internet show, Taking Control: Financial Independence for Women (translated for the hearing-impaired). She is also past President of the Rockland Business Women’s Network, a non-profit organization that supports and empowers women by providing networking and educational opportunities.

A graduate of Fairleigh Dickinson University, Beth helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, she took over as CEO and has grown Eastern Planning into a firm known for its personal, practical advice and superior client service.

Beth’s passionate interest in her community has inspired her to volunteer in many areas. She serves on the board of People to People and the Holocaust Center and has been a Big Sister with the Rockland County Big Brother Big Sister program. She now continuously serves as a mentor.

An active tennis player, Beth also loves spending time with her young grandchildren, Reid, Spencer, Harrison and Daniel.

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Matthew Blecker, CFP® , CFA, M.B.A. Photo
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Matthew Blecker, CFP® , CFA, M.B.A.

Chief Investment Officer

Matthew Blecker, CFP® , CFA, M.B.A.

Chief Investment Officer


Phone: (845) 627-8300
Fax: (845) 627-8237
mblecker@easternplanning.com

“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 analytical skills and diligent research to developing customized portfolios for each client. Along with investment, IRA distribution, retirement and tax planning advice, he guides clients in managing their behavior more effectively in order to maximize the benefits of investing in a diversified, long-term oriented portfolio.

Matt is known for his dedication to educational excellence—most notably his CFA® charter, CFP® certification and M.B.A. from Columbia University Business School, renowned for its value investing expertise and graduates such as Warren Buffett and Mario Gabelli. He earned his Bachelor of Science in Insurance from Pennsylvania State University.

Matt’s contributions of time and resources have helped the Meals on Wheels Association, the USO, the Holocaust Center, the American Cancer Society and People to People. In 2009, he was named one of Rockland County’s Forty Under 40—an award established to recognize the leaders of today and tomorrow—by Rockland Economic Development.

Matt enjoys spending time with his wife Alissa, their daughter Reid, and their Cockapoo Shea, as well as his family and friends. An avid Mets and Giants fan, his other interests include working out, reading, music, history and politics.

Donna DeMaria Photo
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Donna DeMaria

Service Manager

Donna DeMaria

Service Manager


Phone: (845) 627-8300
Fax: (845) 627-8237
donna@easternplanning.com

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 that we offer to our clients; Wealth Management, Vision 2020, paperless accounts. She can explain the different features of our systems and assist you in navigating these platforms.

Nicole Wolfe-Skowron Photo
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Nicole Wolfe-Skowron

Marketing Director

Nicole Wolfe-Skowron

Marketing Director


Phone: (845) 627-8300
Fax: (845) 627-8237
nicole@easternplanning.com

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 media. She also coordinates all our events, so anytime you have a question about an upcoming program, or would like to sign up to attend an event, Nicole is happy to help.

Christina Vega Photo
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Christina Vega

Client Service Coordinator

Christina Vega

Client Service Coordinator


Phone: (845) 627-8300
Fax: (845) 627-8237
Christina@easternplanning.com

Christina has been a part of the Eastern Planning family since she was a child. She started off participating in all of our client events. As she got older, she worked after school as our Part Time Intern. She has worked her way to becoming our Marketing Assistant and now our Client Service Coordinator. Christina 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 highest level of service. 

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Rita Robbins

Founder, Affiliated Advisors

Rita RobbinsFounder

Affiliated Advisors


Rita Robbins combines extensive industry experience with a proactive, personalized approach toward empowering her advisors. Since 1994, when she founded Affiliated Advisors, Rita’s sole focus has been on helping advisors grow dynamic, efficient businesses.

Additionally, Affiliated Advisors offers creative ways for advisors to expand their solution set with in-house advice on wealth transfer, estate planning and risk management. Her unique insights into enhancing advisors’ marketing has made her a sought after speaker at industry conferences. Rita was honored by Investment News as a “Women to Watch” in 2019 for her distinguished leadership in advancing the business of providing advice with her passion, creativity, and willingness to help others. 

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Tom Rippberger

CERTIFIED FINANCIAL PLANNER (CFP®)

Tom Rippberger

Back Office CERTIFIED FINANCIAL PLANNER (CFP®)


Tom Rippberger has over 20 years of experience in the financial services industry. He has a proven record of strategic development and business execution. His legal background helps advisors navigate complex client situations.

Tom graduated from the William Mitchell College of Law and is a CERTIFIED FINANCIAL PLANNER (CFP®). He has completed the C(k)P program with The Retirement Advisor University, UCLA Anderson School of Management Education. He has also passed several securities registrations (Series 7, 63, 24, 4, 53 and 65).

Trisha Qualy Photo
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Trisha Qualy

CERTIFIED FINANCIAL PLANNER (CFP®)

Trisha Qualy

Back Office CERTIFIED FINANCIAL PLANNER (CFP®)


Trisha Qualy has been working in the financial services industry for over a decade. She is passionate about helping advisors grow and improve their businesses. Incorporating technology, marketing, and strategic planning into advisors’ practices are some of her focuses, so that advisors can spend more time with their clients.

Trisha graduated from the University of Minnesota and she is a CERTIFIED FINANCIAL PLANNER (CFP®). She also completed the Investment Adviser Certified Compliance Professional (IACCP®) program through the National Regulatory Services organization. Trisha holds Series 7 and 66 licenses.

Lori Skibo Photo
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Lori Skibo

Director of Insurance

Lori Skibo

Back Office Director of Insurance


As Director of Insurance, Lori is a consummate insurance professional who helps advisors find suitable life, long-term care and disability insurance solutions for their affluent clients.

Her sole focus has been on providing personalized insurance support—including life, long-term care and disability income--so advisors can focus on their clients and on building their practices. Advisors rely on Lori's underwriting expertise, detail-oriented focus and proactive approach to finding solutions. By leveraging her knowledge, she provides strategic consulting and solve problematic underwriting situations, helping registered representatives and licensed insurance agents serve the insurance needs of their high net worth and affluent clients.

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Cindy Pollack

Director of Compliance

Cindy Pollack

Back Office Director of Compliance


A 25-year veteran of the securities industry, Cindy has extensive experience in both operations and compliance.

Cindy is dedicated to creating an excellent advisor experience. She understands the challenges that advisors face each day navigating their way through the ever-changing rules, regulations, and processes of compliance and operations. Using her expertise and knowledge to assist in these areas, she allows advisors to focus on their practice and their clients.

Check the background of this firm/advisor on FINRA’s BrokerCheck.