Planning Alternatives
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Planning Alternatives Employees
Employee
Years
Job
Industry
Nicole Gopoian JD, CFP® Nicole Gopoian JD, CFP®'s Planning Alternatives Experience January 2015 - Present
Job Advisor at Planning Alternatives
Industry Financial Services
Experience
Planning Alternatives January 2015 - Present
Hilliard Lyons March 2013 - January 2015
CIG Corp. May 2012 - February 2013
Comerica Bank June 2011 - May 2012
UBS Wealth Management July 2009 - June 2011
UBS Wealth Management July 2007 - June 2009
Skills
Wealth Management, Series 7, Strategic Financial..., Financial Analysis, Investments, Wealth Management..., Retirement Planning, Financial Modeling
Education
Wayne State University Law School 2003 — 2006
Juris Doctor, Cum Laude
University of Michigan 1999 — 2003
Bachelor of Arts, Economics
Planning Alternatives January 2015 - Present
Hilliard Lyons March 2013 - January 2015
CIG Corp. May 2012 - February 2013
Comerica Bank June 2011 - May 2012
UBS Wealth Management July 2009 - June 2011
UBS Wealth Management July 2007 - June 2009
Skills
Wealth Management, Series 7, Strategic Financial..., Financial Analysis, Investments, Wealth Management..., Retirement Planning, Financial Modeling
Education
Wayne State University Law School 2003 — 2006
Juris Doctor, Cum Laude
University of Michigan 1999 — 2003
Bachelor of Arts, Economics
Evelyn N. MacIntyre, CFP® Evelyn N. MacIntyre, CFP®'s Planning Alternatives Experience October 2013 - Present
Job Wealth Advisor, Planning Alternatives, Ltd.
Industry Financial Services
Experience
Planning Alternatives October 2013 - Present
Capelli Financial Services, Inc. January 2001 - September 2013
Skills
Personal Financial..., Investment Management, Asset Allocation, Estate Planning, Retirement Planning, Compliance, Leadership
Education
Oakland University
BA, Philosophy/Management
Planning Alternatives October 2013 - Present
Capelli Financial Services, Inc. January 2001 - September 2013
Skills
Personal Financial..., Investment Management, Asset Allocation, Estate Planning, Retirement Planning, Compliance, Leadership
Education
Oakland University
BA, Philosophy/Management
Lee Capelli Mattes Lee Capelli Mattes's Planning Alternatives Experience October 2013 - May 2014
Job President at Three Sixty Social Media
Industry Marketing and Advertising
Experience
Three Sixty Social Media, LLC October 2014 - Present
Three Sixty Social Media October 2014 - Present
Planning Alternatives October 2013 - May 2014
Capelli Financial Services, Inc. 2006 - 2013
Self Employed December 2003 - March 2006
Skills
Social Media Marketing, Marketing, Social Media, Sales, Strategic Planning, Leadership, Customer Service, Management, Marketing Strategy, Team Building, Public Speaking
Education
San Antonio College
Three Sixty Social Media, LLC October 2014 - Present
Three Sixty Social Media October 2014 - Present
Planning Alternatives October 2013 - May 2014
Capelli Financial Services, Inc. 2006 - 2013
Self Employed December 2003 - March 2006
Skills
Social Media Marketing, Marketing, Social Media, Sales, Strategic Planning, Leadership, Customer Service, Management, Marketing Strategy, Team Building, Public Speaking
Education
San Antonio College
Jim Niedzinski's Planning Alternatives Experience September 2009 - Present
Job Wealth Advisor at Planning Alternatives and WealthCare Advisors
Industry Financial Services
Experience
Planning Alternatives September 2009 - Present
WealthCare Advisors 2012 - Present
Sagemark Consulting 2002 - 2009
Education
University of Michigan 1995 — 1999
Planning Alternatives September 2009 - Present
WealthCare Advisors 2012 - Present
Sagemark Consulting 2002 - 2009
Education
University of Michigan 1995 — 1999
Stacey Gomez's Planning Alternatives Experience April 2009 - Present
Job Director of Operations | Client Service Administrator
Industry Financial Services
Experience
Planning Alternatives April 2009 - Present
Oakland Wealth Management April 2004 - April 2009
Education
University of Michigan-Flint 1992 — 1996
Planning Alternatives April 2009 - Present
Oakland Wealth Management April 2004 - April 2009
Education
University of Michigan-Flint 1992 — 1996
Dan Cook, MBA, CFP®'s Planning Alternatives Experience January 2008 - Present
Job Advisor & Chief Compliance Officer
Industry Financial Services
Experience
WealthCare Advisors February 2012 - Present
Planning Alternatives January 2008 - Present
TI Automotive July 2001 - July 2007
TI Automotive (Division of TI Group plc) June 1997 - July 2001
TI Automotive July 1996 - June 1997
TI Automotive January 1987 - July 1996
Allied-Signal Corporation July 1986 - January 1987
Allied-Signal Corporation June 1985 - June 1986
Allied-Signal Corporation (formerly Bendix Electronics now part of Continental AG) July 1984 - May 1985
Meritor Automotive (formerly Rockwell Automotive & ArvinMeritor) June 1979 - June 1984
Skills
Business Development, Product Development, Lean Manufacturing, International Business, Mergers, Analysis, Strategy, Program Management, Strategic Planning, Integration, Executive Management, Cross-functional Team..., Manufacturing, Human Resources, Continuous Improvement, Asset Managment, Marketing, Finance, Wealth Management, Sales, Integrated Marketing, Investments, Automotive, Budgets, Six Sigma, Engineering, Private Equity, Negotiation, Management, Competitive Analysis, Process Improvement, Mergers & Acquisitions, Business Strategy, Leadership
Education
Oakland University 1980 — 1984
MBA
Penn State University 1975 — 1979
BSIE, Industrial Engineering
WealthCare Advisors February 2012 - Present
Planning Alternatives January 2008 - Present
TI Automotive July 2001 - July 2007
TI Automotive (Division of TI Group plc) June 1997 - July 2001
TI Automotive July 1996 - June 1997
TI Automotive January 1987 - July 1996
Allied-Signal Corporation July 1986 - January 1987
Allied-Signal Corporation June 1985 - June 1986
Allied-Signal Corporation (formerly Bendix Electronics now part of Continental AG) July 1984 - May 1985
Meritor Automotive (formerly Rockwell Automotive & ArvinMeritor) June 1979 - June 1984
Skills
Business Development, Product Development, Lean Manufacturing, International Business, Mergers, Analysis, Strategy, Program Management, Strategic Planning, Integration, Executive Management, Cross-functional Team..., Manufacturing, Human Resources, Continuous Improvement, Asset Managment, Marketing, Finance, Wealth Management, Sales, Integrated Marketing, Investments, Automotive, Budgets, Six Sigma, Engineering, Private Equity, Negotiation, Management, Competitive Analysis, Process Improvement, Mergers & Acquisitions, Business Strategy, Leadership
Education
Oakland University 1980 — 1984
MBA
Penn State University 1975 — 1979
BSIE, Industrial Engineering
Daniel Meredith's Planning Alternatives Experience May 2011 - August 2012
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Deloitte Corporate Finance LLC June 2013 - August 2013
Planning Alternatives May 2011 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Seaholm High School 2005 — 2009
J.P. Morgan May 2014 - Present
Deloitte Corporate Finance LLC June 2013 - August 2013
Planning Alternatives May 2011 - August 2012
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Seaholm High School 2005 — 2009
Sean Garton Sean Garton's Planning Alternatives Experience 2011 - 2015
Job 1
Industry Financial Services
Experience
Prudential Financial June 2013 - Present
Planning Alternatives 2011 - 2015
Speedway LLC August 2006 - November 2013
Ballweg Hardware November 2003 - October 2009
Dorothy Lane Market June 1996 - November 2003
Skills
Retirement Planning, Life Insurance, Property & Casualty..., Health Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Mutual Funds, Roth IRA, 529 Plans, IRAs, 401k Rollovers
Education
Ashford University 2013 — 2017
Bachelor's Degree, Financial Planning and Services, 3.0
Kettering Fairmont 1995 — 1998
High School, General Studies
Prudential Financial June 2013 - Present
Planning Alternatives 2011 - 2015
Speedway LLC August 2006 - November 2013
Ballweg Hardware November 2003 - October 2009
Dorothy Lane Market June 1996 - November 2003
Skills
Retirement Planning, Life Insurance, Property & Casualty..., Health Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Mutual Funds, Roth IRA, 529 Plans, IRAs, 401k Rollovers
Education
Ashford University 2013 — 2017
Bachelor's Degree, Financial Planning and Services, 3.0
Kettering Fairmont 1995 — 1998
High School, General Studies
Jennifer Rose Rosado's Planning Alternatives Experience June 2010 - Present
Job Director of First Impressions at Planning Alternatives
Industry Financial Services
Experience
Planning Alternatives June 2010 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Teamwork, Data Entry, Social Media, Administrative..., Research, Event Planning
Education
Baker College of Auburn Hills 2009 — 2012
Associate's degree, Business Administration, Management and Operations
Planning Alternatives June 2010 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Teamwork, Data Entry, Social Media, Administrative..., Research, Event Planning
Education
Baker College of Auburn Hills 2009 — 2012
Associate's degree, Business Administration, Management and Operations
Marilyn Dimitroff, CFP Marilyn Dimitroff, CFP's Planning Alternatives Experience October 2013 - Present
Job Director of Wealth Management/Principal Planning Alternatives
Industry Financial Services
Experience
Planning Alternatives October 2013 - Present
Capstone Study Group 1996 - September 2015
Capelli Financial Services, Inc. September 1994 - September 2013
Certified Financial Planner Board of Standards January 2009 - December 2009
Skills
Personal Finance, Financial Planners, Wealth, Leadership, Management, Asset Allocation, Strategic Financial..., Investments, Asset Managment, Portfolio Management, Retirement Planning, Investment Advisory, Estate Planning, Investment Strategies, Wealth Management, Mutual Funds, IRAs, Financial Advisory, Risk Management, Investment Management, Asset Management, Financial Services, Personal Financial...
Education
Eastern Michigan University
MA, Mathematics
Michigan State University
BA, Mathematics
Thurston
Planning Alternatives October 2013 - Present
Capstone Study Group 1996 - September 2015
Capelli Financial Services, Inc. September 1994 - September 2013
Certified Financial Planner Board of Standards January 2009 - December 2009
Skills
Personal Finance, Financial Planners, Wealth, Leadership, Management, Asset Allocation, Strategic Financial..., Investments, Asset Managment, Portfolio Management, Retirement Planning, Investment Advisory, Estate Planning, Investment Strategies, Wealth Management, Mutual Funds, IRAs, Financial Advisory, Risk Management, Investment Management, Asset Management, Financial Services, Personal Financial...
Education
Eastern Michigan University
MA, Mathematics
Michigan State University
BA, Mathematics
Thurston
Ed Shaw's Planning Alternatives Experience November 1982 - Present
Job CoFounder, Wealth Advisor at Planning Alternatives
Industry Investment Management
Experience
Planning Alternatives November 1982 - Present
Skills
Investments, Asset Managment, Portfolio Management, Wealth Management, Strategic Financial..., Investment Advisory, Retirement Planning, Retirement, Estate Planning, Risk Management, Strategic Planning, Business Strategy, New Business Development, Financial Services, Business Planning
Education
Syracuse University 1961 — 1966
Bachelor of Business Administration (B.B.A.), Finance, General
Syracuse University 1961 — 1966
Bachelor of Business Administration (B.B.A.), Finance, General
Planning Alternatives November 1982 - Present
Skills
Investments, Asset Managment, Portfolio Management, Wealth Management, Strategic Financial..., Investment Advisory, Retirement Planning, Retirement, Estate Planning, Risk Management, Strategic Planning, Business Strategy, New Business Development, Financial Services, Business Planning
Education
Syracuse University 1961 — 1966
Bachelor of Business Administration (B.B.A.), Finance, General
Syracuse University 1961 — 1966
Bachelor of Business Administration (B.B.A.), Finance, General
Wendy Arnold's Planning Alternatives Experience September 1994 - September 2003
Job Substitute Paraprofessional for General and Special Education at PESG
Industry Education Management
Experience
PESG August 2009 - Present
Planning Alternatives September 1994 - September 2003
Planning Alternatives, Ltd. June 1993 - September 2003
Skills
Teaching, PowerPoint, Research, Customer Service, Curriculum Development, Social Media, Coaching, Strategic Planning, Nonprofits, Fundraising
Education
Syracuse University 1989 — 1993
Bachelor of Arts (B.A.), Spanish
PESG August 2009 - Present
Planning Alternatives September 1994 - September 2003
Planning Alternatives, Ltd. June 1993 - September 2003
Skills
Teaching, PowerPoint, Research, Customer Service, Curriculum Development, Social Media, Coaching, Strategic Planning, Nonprofits, Fundraising
Education
Syracuse University 1989 — 1993
Bachelor of Arts (B.A.), Spanish