With Planning Alternatives, you’re working with people, not “the firm.” Every person on our team has years of experience in wealth management and a lifetime of being a good human.
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Nathan Mersereau, CFP®
President
Birmingham, MI & Jackson Hole, WY
Thomas Graney, CFP®, CWS®
Senior Wealth Advisor
Naples, FL
Kent Golightly, JD, CFP®
Wealth Advisor
Birmingham, MI
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Stacey Gomez, CDFA®
Wealth Advisor
Birmingham, MI
Patrick Hannon, CFP®
Wealth Advisor
Birmingham, MI
Sarah Frazier
Associate Advisor
Birmingham, MI
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Brad Improta
Associate Advisor
Jackson Hole, WY
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Robert J LaBarbera
Associate Advisor
Birmingham, MI
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Jim Long, CFA, CFP®, CMFC®
Director of Investments
Birmingham, MI
David Tutak, CFA
Investment Analyst / Trader
Birmingham, MI
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Jennifer Michalski, CFP®
Financial Planner
Birmingham, MI
Lisette Nelson
Director of Operations
Birmingham, MI
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Darlene Clawson, MBA
Client Service Administrator
Birmingham, MI
Laurie Coil
Client Service Administrator
Birmingham, MI
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Tracey Labrecque
Client Service Administrator
Birmingham, MI
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Alida Gomez, MAE
Controller
Birmingham, MI
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Delvis Laboy
Director of First Impressions
Birmingham, MI
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Michele Mersereau
Mental Wealth Coach
Jackson Hole, WY
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Allison Merritt
Events & Community Outreach Manager
Jackson Hole, WY
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Emma Morales
Operations Manager
Birmingham, MI
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Naseem Naser
Information Technology Manager
Birmingham, MI
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Linda Ryan, SHRM-CP
Office Manager & Human Resource Coordinator
Birmingham, MI
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Taylor Tucker
Paralegal and Compliance Officer
Birmingham, MI
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Let’s connect.
We’d love to talk about what you and your family need and how we can help.
