Planning Alternatives

0 followers

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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

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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

Wealth Advisor

Wealth Advisor

Wealth Advisor

Associate Advisor

Associate Advisor

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

Jim Long Cfa, Cfp®, Cmfc®

Director Of Investments

Teams

Client Services Team

12 members

Finance and Investment Team

4 members

Leadership Team

2 members

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