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Planning Alternatives

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Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients.

Industries

Consumer Services, Finance

Headquarters

Bloomfield Hills, United States

Employees

11-50

Links

Org chart

Nathan Mersereau
President

Nathan Mersereau

Collapse
Michael Schmidtke
Chief Operating & Compliance Officer
Alida Gomez
Controller
James Long
Director, Investments
Shams Alsafar
Director, Project Management
Thomas Graney
Senior Wealth Advisor
Edwin Shaw
Senior Wealth Advisor
Kent Golightly
Wealth Advisor
Stacey Gomez
Wealth Advisor
Patrick Hannon
Wealth Advisor
Robert Labarbera
Associate Advisor
Sara Frazier
Associate Advisor
Taylor Tucker
Paralegal & Compliance Officer
Darlene Clawson
Client Service Administrator
Laurie Coil
Client Service Administrator
Tracey Labrecque
Client Service Administrator
Linda Walter-Ryan
Office Manager/hr Coordinator
JC
Jim Long Cfa, Cfp®, Cmfc®
Director Of Investments

Teams

+9

Client Services Team

12 members

+1

Finance and Investment Team

4 members

Leadership Team

2 members

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