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

Shams Alsafar

Director, Project Management

Thomas Graney

Senior Wealth Advisor

Edwin Shaw

Senior Wealth Advisor

Laurie Coil

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

Offices

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