Planning Alternatives Employee Directory

Planning Alternatives corporate office is located in 36800 Woodward Ave Ste 200, Bloomfield Hills, Michigan, 48304, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

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Sales

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Marketing

Key Employees of Planning Alternatives

MS
Michael Schmid...
Chief Operating Officer & Chief Compliance Officer
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Planning Alternatives Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Planning Alternatives

Hundreds of professionals searching for Planning Alternatives have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CO
Cynthia Oliver
Email Direct
Certified Financial Planner
United States , Michigan , Bloomfield Hills

MS
Michael Schmidtke
Email Direct
Chief Operating Officer & Chief Compliance Officer
United States , Michigan , Bloomfield Hills

LC
Laurie Coil
Email Direct
Client Service Administrator
United States , Michigan , Bloomfield Hills

TG
Thomas Graney
Email Direct
Senior Wealth Advisor
United States , Michigan , Bloomfield Hills

LN
Lisette Nelson
Email Direct
Director, Operations
United States , Michigan , Bloomfield Hills

DT
David Tutak
Email Direct
Senior Investment Strategist
United States , Michigan , Bloomfield Hills

EM
Emma Morales
Email Direct
Customer Service Administrator
United States , Michigan , Bloomfield Hills

ES
Edwin Shaw
Email Direct
Co-Founder & Wealth Advisor
United States , Michigan , Bloomfield Hills

ML
Michelle Lichtman
Email Direct
Executive Assistant
United States , Michigan , Bloomfield Hills

TH
Timothy Hanna
Email Direct
Director, Investments
United States , Michigan , Bloomfield Hills

BI
Brad Improta
Email Direct
Wealth Advisor
United States , Michigan , Bloomfield Hills

TT
Taylor Tucker
Email Direct
Paralegal & Compliance Officer
United States , Michigan , Bloomfield Hills

SG
Stacey Gomez
Email Direct
Wealth Advisor
United States , Michigan , Bloomfield Hills

MM
Michele Mersereau
Email Direct
Mental Wealth Coach
United States , Michigan , Bloomfield Hills

RG
Reda Gilbert
Email Direct
Part Time Office Clerk
United States , Michigan , Bloomfield Hills

TL
Tracey Labrecque
Email Direct
Associate Advisor
United States , Michigan , Bloomfield Hills

KG
Kent Golightly
Email Direct
Senior Wealth Advisor
United States , Michigan , Bloomfield Hills

TH
Todd Hale
Email Direct
Client Service Administrator
United States , Michigan , Bloomfield Hills

LR
Linda Ryan
Email Direct
Office Manager and Human Resource Coordinator
United States , Michigan , Bloomfield Hills

SF
Sarah Frazier
Email Direct
Associate Advisor
United States , Michigan , Bloomfield Hills

AM
Allison Merritt
Email Direct
Manager, Events & Community Outreach
United States , Michigan , Bloomfield Hills

NN
Naseem Naser
Email Direct
Manager, Information Technology
United States , Michigan , Bloomfield Hills

DC
Darlene Clawson
Email Direct
Client Service Administrator
United States , Michigan , Bloomfield Hills

HF
Heather Fulton
Email Direct
Senior Wealth Advisor
United States , Michigan , Bloomfield Hills

Former Employees at Planning Alternatives

Explore people who held key positions, contributed to Planning Alternatives's success, and advanced their careers.

Robert LaBarbera

Financial Associate & ... at RWS Financial Group

Worked as Associate Advisor

at Planning Alternatives (2022-2025)

Direct

Michael Carmona

Wealth Advisor at Diversified Portfolios

Worked as Wealth Advisor & Senior Financial Planner

at Planning Alternatives (2020-2023)

Direct

Kavi Sadasivan

Supervisor, Supply Cha... at PepsiCo

Worked as Financial Planning and Analysis Intern

at Planning Alternatives (2021-2022)

Direct

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Property Accountant at Ari-El Enterprises

Worked as Controller

at Planning Alternatives (2021-2025)

Direct

Mask Content

Senior Wealth & Financ... at Clear Strategy

Worked as Wealth Advisor

at Planning Alternatives (2018-2021)

Direct

Mask Content

Director, Wealth Strat... at Q3 Asset Management

Worked as Wealth Advisor

at Planning Alternatives (2012-2023)

Direct

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Frequently Asked Questions Regarding Planning Alternatives Employees

How many employees does Planning Alternatives have?

Planning Alternatives has 11-50 employees

Who are Planning Alternatives key employees?

Some of Planning Alternatives key employees are Michael Schmidtke

Where is Planning Alternatives located?

Planning Alternatives’s headquarters are located at 36800 Woodward Ave Ste 200, Bloomfield Hills, Michigan, 48304, United States

How do I contact Planning Alternatives?

Planning Alternatives Contact Info: Phone number: (248) 645-1520 Website: www.planningalt.com

What does Planning Alternatives do?

Planning Alternatives offers a unique approach to financial planning and wealth management, focusing on creating impact rather than just managing wealth. They provide a range of services including financial planning, portfolio management, estate planning, and strategic philanthropy, all centered around a human-driven, growth-mindset philosophy. The... Read More

Is Planning Alternatives a public company?

Planning Alternatives is private company therefore does not currently have an official ticker symbol

See more information about Planning Alternatives Employees