Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Shayna Forbes Felix

CFP®, CFS®, APMA

Private Wealth Advisor

Business Financial Advisor
Learn more about Shayna Forbes Felix

Erica Lubbers

CFP®, ChFC®, RICP®

Private Wealth Advisor

Managing Director of Juno Moneta Wealth Advisors
Learn more about Erica Lubbers

Jackie McGinnis

MBA

Associate Financial Advisor

Learn more about Jackie McGinnis

William V Caddick Jr

CFP®, CRPC, AWMA, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about William V Caddick Jr

Michelle Wilbur

CIMA®

Financial Advisor

Learn more about Michelle Wilbur


Our team

Greg Lubbers

Greg Lubbers

Operations Director

Qualifications

  • Bachelor of Business Administration - Eastern Michigan University, Master of Business Administration - University of California - Davis

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Nyesha Hamilton

Nyesha Hamilton

Operations Manager

Blake Harmer

Blake Harmer

Client Service Coordinator

Qualifications

  • Bachelor in Business Administration with a minor in Communications and Sales Certificate, University of Kansas

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