Planning Alternatives
- Teams
- Client Services Team
Client Services Team
About
The Client Services Team at Planning Alternatives ensures seamless client interactions through comprehensive support in financial planning and wealth management. They address client inquiries, manage account documentation, and assist in the implementation of investment strategies, all while maintaining high standards of service and operational efficiency.
Team members
Darlene Clawson
Client Service Administrator
Edwin Shaw
Senior Wealth Advisor
Kent Golightly
Wealth Advisor
Laurie Coil
Client Service Administrator
Michael Carmona
Wealth Advisor
Patrick Hannon
Wealth Advisor
Robert Labarbera
Associate Advisor
Sara Frazier
Associate Advisor
Stacey Gomez
Wealth Advisor
Thomas Graney
Senior Wealth Advisor
Other teams at Planning Alternatives
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