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

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Michael Schmidtke
Michael Schmidtke, JD

Chief Operating Officer

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Wealth Management

Michael Carmona
Michael Carmona, MBA

Senior Financial Planner

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Richard Duntley
Richard Duntley, MBA, CFA, CFP®

Wealth Advisor

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Sara Frazier
Sara Frazier

Associate Advisor

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Kent Golightly
Kent Golightly, JD, CFP®

Wealth Advisor

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Stacey Gomez
Stacey Gomez

Wealth Advisor

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Patrick Hannon
Patrick Hannon, CFP®

Wealth Advisor

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Christopher Hylen
Christopher Hylen, MBA, CFP®

Senior Wealth Advisor

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Angelo Leslie
Angelo Leslie

Business Development Advisor

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James Long
James Long, CFA, CFP®, CMFC®

Director of Investments

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Edwin Shaw
Edwin Shaw, CFP®

Senior Wealth Advisor

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Research & Service

Amanda Abi-Samra
Amanda Abi-Samra

Marketing Officer

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Shams Alsafar
Shams Alsafar, MBA

Director of Project Management

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Darlene Clawson
Darlene Clawson

Client Service Administrator

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Laurie Coil
Laurie Coil

Client Service Administrator

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Alida Gomez
Alida Gomez, MAE

Client Service Administrator

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Emma Morales
Emma Morales

Manager, Operations

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Linda Ryan
Linda Ryan

Executive Administrative Assistant / Office Manager / Human Resource Coordinator

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Barbara Sambuchi
Barbara Sambuchi

Client Service Administrator

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Taylor Tucker
Taylor Tucker

Paralegal and Compliance Officer

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David Tutak
David Tutak

Trader / Investment Analyst

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Ready to step into your best life?

We are ready to help.  Let's talk.
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