Our mission is to simplify the lives our clients through financial planning and asset management.


Our advisors

Advisor photo for Kevin Ferhadson

Kevin Ferhadson

JD, BFA, CMFC, CRPC, APMA, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Kevin Ferhadson Visit Kevin Ferhadson's website
Advisor photo for Ryan Gliwa

Ryan Gliwa

BFA

Financial Advisor

Learn more about Ryan Gliwa Visit Ryan Gliwa's website
Advisor photo for Glenn Cooper

Glenn Cooper

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Glenn Cooper Visit Glenn Cooper's website
Advisor photo for Ilir Shkurti

Ilir Shkurti

CFA®

Associate Financial Advisor

Learn more about Ilir Shkurti Visit Ilir Shkurti's website


Our 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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Shane Harvey

Shane Harvey

Operations Director

Personal Intro

Shane joins the team with 17 years of Ameriprise experience as an advisor and consultant to advisor practices. As Director of Operations, Shane is responsible for the strategic functions of the practice, helping strengthen the long term vision, and helping the team provide excellent client service. He enjoys spending his spare time with his family at his home in Puerto Rico.

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Collin Crowell

Collin Crowell

Paraplanner

Personal Intro

Collin joined the practice in August of 2021, he has been working in the Finance and Insurance Industry for a number of years. He assists our advisors with case prep, conducting trades, preparing applications, and client service needs. Outside of the office he enjoys playing volleyball, staying active, and playing the drums.

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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 19 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 and Scottie, cooking, gardening, and travelling.

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Tyler Belanger

Tyler Belanger

Client Service Specialist

Personal Intro

Tyler recently joined our practice in March of 2022. He graduated from MSU with a BA in Arts in Finance. Tyler holds his series 7 and 66. As a CSS, Tyler works in Troy and provides client support such as money movement, conducts trades, prepares applications and helps with general client requests.

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Pjeter Ivanaj

Pjeter Ivanaj

Financial Planning Assistant

Personal Intro

Pjeter joined the practice in June of 2021. He graduated from Oakland University with a BS in Finance. As a Financial Planning Assistant, Pjeter schedules meetings for our clients, assists our advisors with case prep, requesting and managing updated client data, and updating financial plans. Outside of the office, he enjoys sports, staying active, and spending time with his friends and family.

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Elizabeth Kolito

Elizabeth Kolito

Financial Planning Assistant

Personal Intro

Lizzy joined the practice in April of 2022. She graduatedfrom Western Michigan University with a BBA in Finance. As a Financial PlanningAssistant, Lizzy schedules meetings for our clients, assists our advisors withcase prep, requests and manages updated client data, and updates financialplans. Outside of the office she enjoys traveling, shopping, and spendingtime with her family, friends, and husky.

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Rana Meire

Rana Meire

Financial Planning Assistant

Personal Intro

Rana joined the practice in October of 2022. She graduated with a Bachelor's Degree in Business and Commerce from the University of Western Sydney in Australia. As Financial Planning Assistant, Rana schedules meetings for our clients, assists our advisors with case prep, requesting and managing updated client data, and updating financial plans. Outside of the office Rana loves to travel with her family and be in nature.

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Brittany Terry

Brittany Terry

Executive Assistant

Personal Intro

Brittany joined the practice in the Fall of 2020. As Executive Assistant to Kevin, she provides friendly, high-quality service to our clients along with supporting the practice in managing and organizing office workflow. Outside of the office she enjoys spending time with her family. She has two young daughters that keep her busy. As well as shopping, visiting with friends, and staying physically active.

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Lynette Schultz

Lynette Schultz

Administrative Assistant

Personal Intro

Lynette joined the practice in 2018 when she moved from west Michigan. She holds many key responsibilities, greets clients and assists with pre-meeting paperwork. She makes daily reminder calls, preps advisors for meetings, handles incoming mail, scanning and filing. Outside of the office she enjoys spending time with family and friends.

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Ashley Byrne

Ashley Byrne

Marketing Specialist

Personal Intro

Ashley recently joined the team in April of 2022. She graduated with a BA in Anthropology from the University of South Florida in 2015. As Marketing Coordinator, Ashley manages content across all social media platforms and websites, plans events, and creates all in house marketing materials. Outside of the office, Ashley enjoys spending time with friends and family, playing with her two dogs, and staying active outdoors.

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Carrie Barr

Carrie Barr

Paraplanner

Personal Intro

Carrie joins the team with 17 years of Ameriprise experience starting as a CSA before moving through the licensing process to become a Paraplanner. In this role, Carrie assists our advisors with case prep, conducting trades, preparing applications, and client service needs. Outside of the office she enjoys growing food and native plants, hiking, kayaking, live music and dancing, and is a big foodie!

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Jessica Pfeiffer

Administrative Assistant

Personal Intro

Jessica is our newest team member and holds many key responsibilities in the office including: greeting clients, making daily reminder calls, handling incoming mail, scanning, and filing. Outside of work, Jessica enjoys scrapbooking and photography and is a fan of hockey and soccer.

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