01_Values

Our Values

Our culture is unique. We embrace the virtues of:

Integrity – Transparency – Objectivity – Empathy – Philanthropy.

Our values impact everything we do. Our firm operates with familial warmth and unifies our team to work together, as one, to simplify complexity and design solutions for our clients.

Our team of professionals applies their industry experience, attention to detail, and commitment to client service to focus on your financial goals.

Meet your Planning Alternatives Team

To help move your financial vision into reality, we’ll need to get to know you. But first, let us introduce ourselves.

Leadership

Nathan Mersereau
Nathan Mersereau, CFP®

President

View Profile ⟶
Michael Schmidtke
Michael Schmidtke, JD

Chief Operating Officer / Chief Compliance Officer

View Profile ⟶

Wealth Management

Michael Carmona
Michael Carmona, MBA, CFP®, ChFC®

Wealth Advisor

View Profile ⟶
Sara Frazier
Sara Frazier

Associate Advisor

View Profile ⟶
Kent Golightly
Kent Golightly, JD, CFP®

Wealth Advisor

View Profile ⟶
Stacey Gomez
Stacey Gomez, CDFA®

Wealth Advisor

View Profile ⟶
Thomas Graney
Thomas Graney, CFP®, CWS®

Senior Wealth Advisor

View Profile ⟶
Patrick Hannon
Patrick Hannon, CFP®

Wealth Advisor

View Profile ⟶
Christopher Hylen
Christopher Hylen, MBA, CFP®

Senior Wealth Advisor

View Profile ⟶
Robert LaBarbera
Robert LaBarbera

Associate Advisor

View Profile ⟶
James Long
James Long, CFA, CFP®, CMFC®

Director of Investments

View Profile ⟶
Jennifer Michalski
Jennifer Michalski

Financial Planner

View Profile ⟶
Edwin Shaw
Edwin Shaw, CFP®

Senior Wealth Advisor

View Profile ⟶

Research & Service

Shams Alsafar
Shams Alsafar, MBA

Director of Project Management

View Profile ⟶
Darlene Clawson
Darlene Clawson

Client Service Administrator

View Profile ⟶
Laurie Coil
Laurie Coil

Client Service Administrator

View Profile ⟶
Alida Gomez
Alida Gomez, MAE

Controller

View Profile ⟶
Tracey Labrecque
Tracey Labrecque

Client Service Administrator

View Profile ⟶
Emma Morales
Emma Morales

Manager, Operations

View Profile ⟶
Naseem Naser
Naseem Naser

Information Technology Manager

View Profile ⟶
Linda Ryan, SHRM-CP
Linda Ryan, SHRM-CP

Office Manager / Human Resource Coordinator

View Profile ⟶
Anne Smither
Anne Smither

Director of First Impressions

View Profile ⟶
Taylor Tucker
Taylor Tucker

Paralegal and Compliance Officer

View Profile ⟶
David Tutak
David Tutak

Trader / Investment Analyst

View Profile ⟶

Ready to step into your best life?

We are ready to help.  Let's talk.
error: Content is protected !!