ABOUT OUR TEAM

James Dubnansky, CPFA

Owner - Wealth Advisor 

LPL Registered Representative

James provides personalized guidance on financial plans utilizing his knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate investment trusts. He assesses assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies that are tailored and specific to every situation. James strives to make sincere, educated, and ethical recommendations to each and every individual he meets.

Check my professional background on FINRA's BrokerCheck >

Mackenzie Finley

Mackenzie Finley

Client Relationship Manager

Mackenzie Finley is a dedicated and efficient client relationship manager at TriCoast Wealth Management. With her exceptional organizational skills and attention to detail, she plays a vital role in ensuring the smooth operation of the company's daily activities. Mackenzie's friendly demeanor and strong communication abilities make her a valuable point of contact for clients and colleagues alike. Her proficiency in managing schedules, handling correspondence, and coordinating essential tasks underscores her commitment to maintaining a productive and well-structured work environment.

 

Products & Services

  • Business Planning

  • Retirement Planning

  • Wealth Management

  • Investment Allocation

  • Portfolio Management

  • Risk Management

  • Estate Planning

  • 401(k) Roll-overs

  • 360 Financial Review

  • IRA Consolidation

  • Insurance Evaluation and Implementation

  • Evaluation & Management of Tax Efficient Strategies

  • Long Term Care Insurance

About LPL Financial

As the nation’s largest independent broker-dealer*, an RIA custodian, and an independent consultant to retirement plans, LPL Financial is an enabling partner to more than 13,500 financial advisors and approximately 700 financial institutions. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our financial advisors to focus on creating the personal, long-term client relationships that are the foundation towards turning life’s aspirations into financial realities.

* As reported by Financial Planning magazine, June 1996-2013, based on total revenue.