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.



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

James Buatti

Financial Advisor

Vice President of Juno Moneta Wealth Advisors
Learn more about James Buatti

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