Ferhadson & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Kevin Ferhadson

Kevin Ferhadson

Private Wealth Advisor

Visit Kevin Ferhadson's website
Ryan Gliwa

Ryan Gliwa

Financial Advisor

Visit Ryan Gliwa's website
Roger A Folkema

Roger A Folkema

Financial Advisor

Visit Roger A Folkema's website
Tisa Sherry

Tisa Sherry

Financial Advisor

Visit Tisa Sherry's website

Team

Sheila Ferhadson

Sheila Ferhadson

Operations Manager

Personal Intro

Sheila was born and raised in Michigan. After 22 years of living in Arizona and 19 years working in Investors Relations. Sheila moved back to Michigan and began working with our team in 2012.

As Operations Manager, Sheila directs our client service team and works closely with the advisors. She oversees operations and processes within the practice. Contact her with suggestions or feedback on improving our service.

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Jennifer Gray Ferhadson

Jennifer Gray Ferhadson

Marketing Manager

Personal Intro

Jennifer was born and raised in Michigan. She became a financial advisor in 1996 and transitioned her practice in 2003 to Ferhadson & Associates. After working as an independent consultant in the financial service industry, she joined the team in 2012.

As Marketing Manager, Jennifer plans the events and helps new client transition. Also, she helps our clients work with other trusted professionals, like attorneys.

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Karen Haas

Karen Haas

Executive Assistant

Personal Intro

Karen has lived in Michigan most of her life. She has an extensive background in administration and has provided executive support to several firms over 20 years. Her focus is on marketing and growing our client services initiatives. She coordinates client events and provides a variety of support for the practice. Karen’s interests include spending time with family, traveling, crafting and attending sporting events.

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Ilir Shkurti, CFA<sup>®</sup>

Ilir Shkurti, CFA®

Registered Client Service Associate

Personal Intro

Ilir was born and raised in Albania and has been in the US since college. He came to us in 2019 after nearly six years in compliance and due diligence at another firm. As a registered CSA, he helps manage client portfolios, conducts trades, prepares applications and services client needs. He helps oversee investment research and model portfolios. Ilir enjoys time with his wife Melisa, and children Liam and Ana.

Qualifications

  • CFA Society Detroit member
  • Licenses Series 7, 66 and 24
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Elena Manko

Elena Manko

Client Service Specialist

Personal Intro

Elena was born and raised in Russia. She moved to the US in 1993. Her experience in the financial industry is in excess of 15 years. As a CSS, Elena works in Novi and provides client support such as money movement, conducts trades, prepares applications and helps with general client requests. Elena enjoys time with her husband Hans, son Ronnie and her two border collies. She also volunteers at the animal shelter.

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Lynette Schultz

Lynette Schultz

Client Service Coordinator

Personal Intro

Lynette joined the practice in 2018 when she moved from west Michigan. As client service coordinator, she holds many key responsibilities, working primarily with Kevin. Lynette focuses on several client needs; such as money movement, general service requests, applications, meeting follow up and client summary letters. Lynette enjoys being with friends, hiking, kayaking and other outdoor activities.

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Ryan Gauche

Client Service Specialist

Sarah Kalinowski

Administrative Assistant

Personal Intro

Sarah joined the practice in 2019 after completing her BA from Central Michigan University. As administrative assistant, Sarah greets clients and assists with pre-meeting paperwork. She makes daily reminder calls, preps advisors for meetings, handles incoming mail, scanning and filing. Outside the office she enjoys time with friends at music festivals, traveling and is a big foodie!

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Megan Kessler

Intern