Think Big Movement Podcast - Jon Dwoskin Interviews Nathan Mersereau, President of Planning Alternatives

With over 20 years of experience in the financial services industry, Nathan Mersereau brings a wealth of knowledge and expertise to Planning Alternatives. Prior to joining the firm in 2009, Nathan was the owner and President of Oakland Wealth Management.

Nathan is responsible for leading the strategic direction of Planning Alternatives as well as overseeing WealthCare Advisors, an affiliate firm providing wealth management services to physicians. As a Certified Financial Planner®, Nathan provides comprehensive financial planning solutions to clients with a specialization in planning for financial independence.

Nathan has contributed to various media publications including USA Today, the Wall Street Journal and Michigan
Medicine, as well as appeared on NBC’s WDIV-TV Channel 4. Nathan holds a Bachelors of Arts in Administrative and Commercial Studies from the University of Western Ontario and a Bachelors of Commerce in Finance from the University of Windsor. He is a member of Young Presidents’ Organization (YPO), a premier peer network of chief executives and business leaders. Nathan is a contributing member of the CNBC – YPO Chief Executive Network.

 

*E – explicit language may be used in this podcast.

Next Post
Previous Post

Read about Jon on
Forbes.com!

Jon-Dwoskin-Forbes-Article

Successful? Stuck? Ready to Get Unstuck?

Think Big!™

800.485.3120 | 248.535.7796 | jon@jondwoskin.com

©2015 – 2019 The Jon Dwoskin Experience. ALL RIGHTS RESERVED.

Your Privacy Is Guaranteed. We will never give, lease or sell your personal information. Period. The End!

WARNING: Requires Discipline, Humility and Curiosity: There is one way – and one way only – that you and your business can benefit from my leadership training and advice: Hard work. Your hard work. How much your business will grow depends on your passion and your dedication. While I can help get you there, it’s your responsibility to make it happen. I make no promises and offer no guarantees about your success. I promise to give you instruction, advice, guidance, tools, strategies and direction. I’m serious about getting you there, but you have to be serious about getting yourself there and giving it everything you’ve got...x100. I also won’t give you any advice outside my capacity as a business coach, so be sure to have your own solid team of professional advisors to direct you with your taxes, accounting, physical and mental health, legal matters, insurance, and other matters. If you are ready to take on the challenge, let’s do this!

Every client experiences the Jon Dwoskin Promise

Privacy Policy | Terms & Conditions