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.
Filter:
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
Stacey Gomez, CDFA®
Wealth Advisor
Birmingham, MI
Patrick Hannon, CFP®
Wealth Advisor
Birmingham, MI
Sarah Frazier, CFP®
Associate Advisor
Birmingham, MI
Brad Improta, CFP®
Associate Advisor
Jackson Hole, WY
Robert J LaBarbera
Associate Advisor
Birmingham, MI
Tim Hanna, CFA
Director of Investments
Birmingham, MI
David Tutak, CFA
Investment Analyst / Trader
Birmingham, MI
Lisette Nelson
Director of Operations
Birmingham, MI
Darlene Clawson, MBA
Client Service Administrator
Birmingham, MI
Laurie Coil
Client Service Administrator
Birmingham, MI
Todd Hale
Client Service Administrator
Birmingham, MI
Tracey Labrecque
Client Service Administrator
Birmingham, MI
Delvis Laboy
Director of First Impressions
Birmingham, MI
Michele Mersereau
Mental Wealth Coach
Jackson Hole, WY
Allison Merritt
Events & Community Outreach Manager
Jackson Hole, WY
Emma Morales
Operations Manager
Birmingham, MI
Naseem Naser
Information Technology Manager
Birmingham, MI
Linda Ryan, SHRM-CP
Office Manager & Human Resource Coordinator
Birmingham, MI
Taylor Tucker
Paralegal and Compliance Officer
Birmingham, MI
Let’s connect.
We’d love to talk about what you and your family need and how we can help.
