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

Consumer Services

Finance

Investment Management

Planning Alternatives

Nathan Mersereau

Jim Long Cfa, Cfp®, Cmfc®

Linda Walter-Ryan

Darlene Clawson

Robert Labarbera

Michael Carmona

Kent Golightly

Tracey Labrecque

Sara Frazier

Stacey Gomez

Taylor Tucker

Alida Gomez

Laurie Coil

Shams Alsafar

Edwin Shaw

James Long

Patrick Hannon

Thomas Graney

Michael Schmidtke

The Finance and Investment Team at Planning Alternatives oversees the formulation and execution of investment strategies to maximize clients' wealth. Comprised of Financial Planners, Investment Directors, and Analysts, the team conducts market research, manages trading activities, analyzes financial data, and provides personalized investment advice, ensuring alignment with clients' financial goals and risk tolerance.

Finance and Investment Team

Client Services Team

Leadership Team

Finance and Investment Team

About

Team members

Other teams at Planning Alternatives

Client Services Team

Leadership Team