Knowledge

With more than 30 years of experience in the financial services industry, Jamie manages a high net-worth consulting & wealth management practice.  His core philosophy is based on a highly-tailored, collaborative approach to helping clients with the management and preservation of their wealth.

He enjoys working with clients during complex life transitions, both personal and professional, and has an expertise in work with non-profit organizations, foundations and endowments.

Outside the Office

Jamie enjoys music and theatre, and is very active in his community.  He has served on the boards of a number of local non-profit organizations, and currenty serves as Treasurer of the Mitchel Kiefer Foundation, and as President of the Encore Musical Theatre Company.    

He is a graduate of the University of Michigan, Ann Arbor and holds Series 7, 3, 63 and 65 securities licenses as well as various insurance licenses. 

A partner to our clients

Amy has been a Client Service Associate since 1997. More than half of her career in this role has been as a Mistry Group team member!

Her focus is to provide an exceptional and personal experience to all of our clients.

This means working in partnership with clients to gain a deep understanding of their unique needs and connecting them with the extensive resources of the firm.

Outside the office

Amy enjoyed growing up in Ann Arbor and resides close by in Ypsilanti with her husband Paul and their two daughters.

She loves being a softball and band mom, taking trips in their RV with their dogs, and has a goal to visit each of the National Parks in the continental U.S.

A Concierge Client Experience

In 2004, Sahar began her career in the Financial Services Industry.  Her main focus is to provide clients with outstanding concierge service.  She holds Series 7 and 63 securities licenses.

Outside the office

Sahar enjoys travelling with her husband Paul and spending time with her family.

Listening to Clients...finding Solutions

Sabrina loves talking with others and getting to know new people, as well as helping them in any way she can...this makes her perfect at the job of finding creative solutions for our clients!

She is a graduate of the University of Michigan-Dearborn with a double major in business studies and communications, and is very excited and prepared to provide the best experience for Mistry Group clients.

Outside the Office

Sabrina enjoys sports and being outdoors in her free time. Family time is something she values, and she enjoys spending time with her twin sister, Gina and her parents Tracy and John.

Andrea has been in the industry and working with The Mistry Group since 2001, minus a brief hiatus to be a stay-at-home mom with her 2 children.

Andrea graduated from Central Michigan University with a degree in Corporate Finance, and also spent 8 years in the Army National Guard.

Outside the Office

Andrea lives in Wixom with her husband David and their 2 children and enjoys watching them play soccer on the weekends.

It all starts with a plan

Josh’s interest in the investment markets began as a child when his father bought him a few shares of Blue Chip stock to learn about the long-term growth potential of great American companies. Today, Josh is dedicated to building a best-in-class wealth management practice focused on the financial lives of corporate executives.

Working with the Mistry Group’s well-established and ever-growing client base has made Josh passionate about truly comprehensive financial planning.  Josh believes that successful advisory relationships and investment outcomes are rooted in long-term plans that go far beyond retirement budgets and portfolio returns.  The team’s in-depth planning process allows Josh to uncover families’ underlying goals and concerns to deliver carefully designed, outcome-oriented investment solutions.

Josh takes pride in working with the entire Mistry Group team to deliver an exceptional experience through the entire client life-cycle (new client on-boarding, financial planning, investment management, relationship management, and everywhere in-between).

Making a difference

Josh is an active member of the Rotary Club of Plymouth where he cherishes the opportunity to share community-focused volunteer work with his children.  In particular, he enjoys the Holiday parties that the organization puts on for various well-deserving groups and, of course, the world-famous Rotary Chicken BBQ.

Outside the office

Josh lives in Plymouth, MI with his wife, Emily, their children, Jane, James, June and the family dog, Tobey. They love spending time in the many local parks and walking into downtown Plymouth

Trust—the most vital component of a great financial plan 

Even before he became a Financial Advisor, Dennis was fascinated by the financial markets— and how good financial planning can have a huge positive impact on people’s lives. Today, Dennis is proud to be part of The Mistry Group’s team, where he helps develop wealth management strategies for executives and high net worth clients.

Working with clients on both short-term goals and long-term aspirations has made Dennis more than a consultant—he is a true collaborator who helps them make the most of their present success and realize their life dreams. Dennis is passionate about gaining a deep understanding of his clients’ needs, especially when working with multigenerational families. His focus is to always help clients make sound, strategic financial decisions that are aligned with their goals.

For Dennis, trust is at the center of each client relationship—whether he is working on wealth management and preservation, strategies for tax minimization, intergenerational wealth transfer, private business succession, divesture planning, private markets investments or charitable giving. The longevity of client relationships at The Mistry Group is a testament of how well that approach works.

He is proud of the team’s ability to be there for clients where and when they need it most—today and tomorrow.

Making a difference

Dennis is on the boards of the Ponte Vedra Men’s Golf Association and the Tesori Family Foundation, which is dedicated to improving the lives of children with special needs by giving them the resources they need to thrive and continue the cycle of hope.

Keegan provides team support in all areas of research and financial planning to the Mistry Group, as well as serving a variety of client service roles.

He hold a degree in Politial Science from the University of Toledo, and enjoys studying mega-trends and how economic and demographic patterns influence investing and the capital markets.

Outside the Office

Keegan loves to ski, hike and travel with his wife Susan to new and unique locations. 

After graduating from the University of Michigan, Sherwyn began his career in financial services as an account executive at E.F. Hutton & Co. in 1987.  As he developed his client base, he focused on the needs of corporate executives.  By 1999, he was a Senior Vice President of Investments, and partner in one of the largest corporate services teams at Morgan Stanley Smith Barney. 

In 2003, Sherwyn was named a corporate client group director.  His team was responsible for managing relationships with senior executives at major public companies.  In 2009, Sherwyn and his group joined UBS where they continue to service corporate clients.

Outside the Office

Sherwyn is actively involved in his community through different charities and foundations.  In his leisure time, Sherwyn enjoys fishing, skiing, golf and travel.

Practice makes Perfect; A Coach for Life

Five years of coaching the highly-competitive University of Michigan women's tennis team gave Oliver an early lesson in the importance of focusing on goals.  As a U of M graduate and a former varsity tennis player himself, he quickly learned to transfer the discipline and competitive spirit of sports into a successful careeer managing client assets.

Helping clients achieve their goals has been his focus since he began working at EF Hutton in 1985.  And while many things may have changed in the industry over the years, Oliver still takes great satisfaction in the work he does each day to guide clients on their journey.

He enjoys investing in individual equities as a way to outperform the market.  And backed by a team of planning professionals and experts, he manages a broad range of client needs, providing guidance in all aspects of their financial lives.   

Outside the Office

Residing in Northville year round, Oliver particularly likes to spend time at his cottage in Frankfort, where he spends most of his time playing golf with his wife Donna.  Their three kids still live in the Northville area which they are very thankful for. Oliver has a Chartered Retirement Planning Counselor designation, as well as an annuity license.