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.
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.
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.
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.
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.
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.
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!