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

Advisor photo for Shayna Forbes Felix

Shayna Forbes Felix

CFP®, CFS®, APMA

Private Wealth Advisor

Business Financial Advisor
Learn more about Shayna Forbes Felix
Advisor photo for Erica Lubbers

Erica Lubbers

CFP®, ChFC®, RICP®

Private Wealth Advisor

Managing Director of BFL Wealth Partners
Learn more about Erica Lubbers
Advisor photo for James Buatti

James Buatti

Financial Advisor

Vice President of BFL Wealth Partners
Learn more about James Buatti
Advisor photo for Jackie McGinnis

Jackie McGinnis

MBA

Associate Financial Advisor

Learn more about Jackie McGinnis
Advisor photo for William V Caddick Jr

William V Caddick Jr

CFP®, CRPC, AWMA℠, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about William V Caddick Jr
Advisor photo for Michelle Wilbur

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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