MEET OUR TEAM
Experienced team with 30+ years of combined expertise. Our advisors bring deep industry knowledge across planning, investments, and client service — giving you seasoned guidance at every stage.
Independent advisors, truly client-focused. We are not influenced or incentivized to sell proprietary products. Our recommendations are based solely on what’s best for you.
Dedicated Client Relationship Manager. We have a staffed CRM who ensures timely service, high-quality follow-through, and a consistent, personalized experience.
Since its founding in 2013, TriCoast Wealth Management has grown steadily, building on its family-first foundation while expanding the depth and breadth of our advisory expertise.
Collaborative, team-based approach. We work closely with other LPL advisors, CPAs, and retirement plan specialists (TPAs) to deliver coordinated, comprehensive support.
Powered by LPL Financial— the nation’s largest independent broker-dealer — we offer robust research, advanced technology, and a wide range of non-proprietary investment options
James Dubnansky, CPFA
Owner | Wealth Advisor
Direct | 225-416-6941
Email | James.Dubnansky@lpl.comlpl.com
Industry Experience: 20+ yrs
Education: Bachelor of Business Management, LSU
Licenses: Series 6, 7, 63, 65
Find out more about my industry experience at https://brokercheck.finra.org
Certification: CFPA® – Certified Plan Fiduciary Advisor
Hometown: Born in Texas, raised in Baton Rouge
Interests: Golfing, live music, pickleball, LSU sports, spending time with family and friends
Community Involvement:
One-Man Shoot – Supports fundraising for prostate cancer research, honoring a close friend who passed away from the disease
With over 20 years in the financial services industry, James began his career at a large national bank, where he developed a strong foundation in financial planning, lending, and client relationships. It was there that he discovered his passion for helping people make thoughtful, informed decisions about their money and their future.
Inspired to serve clients in a more personal and values-driven way, James opened his own independent practice. In 2013, he founded TriCoast Wealth Management, creating a firm rooted in genuine connection, and a commitment to doing what’s best for every client.
As Financial Advisor and Founder, James provides comprehensive financial guidance in retirement and investment planning, insurance strategies, and wealth management. Known for his genuine care, experience, and client-first philosophy, he helps individuals, families, and business owners build financial confidence through every stage of life.
About James
MacKenzie Finley
Client Relationship Manager
Direct | 225-831-6311
Email | MacKenzie.Finley@lpl.comlpl.com
Industry Experience: 3+ yrs.
Education: LSU
Hometown: Beaumont, TX
Interests: Golfing, Dogs, gardening, outdoor activities, spending time with family and friends
Community Involvement:
About MacKenzie
Mackenzie brings over 15 years of customer service and client-facing experience, with a strong background in operations, scheduling, and administrative leadership. At TriCoast Wealth Management, she plays a vital role in ensuring every client receives exceptional service and consistent follow-through.
In her role as Client Relationship Manager, she oversees daily office operations, manages the advisory team’s scheduling and communication workflows, and ensures all client interactions feel seamless and well-coordinated. Mackenzie is known for her efficiency, attention to detail, and dedication to creating a positive, welcoming experience for every client.
Before joining TriCoast, Mackenzie spent several years in operations management at a major railroad in Kentucky, where she developed strong organizational, logistical, and problem-solving skills. Her ability to streamline processes and keep complex operations running smoothly has carried directly into her work supporting both advisors and clients.
Alyssa Peterson
Operations President
Direct | 225-217-5217
Email | A.Peterson1@lpl.comlpl.com
Industry Experience: 13+ yrs
Education: Economics, San Diego State University
Licenses: Series 7, 66, 24, 52, 53, 4
Find out more about my industry experience at https://brokercheck.finra.org
Certification: Six Sigma Green Belt
Hometown: San Diego, CA
Interests: Golfing, live music, pickleball, cycling, snowboard, spending time with family and friends
Community Involvement:
Friends of the Animals-Friends of the Animals supports animal rescue and adoption
About Alyssa
Alyssa brings over thirteen years of experience supporting financial advisors at LPL Financial’s headquarters in San Diego, where she helped advisors across the country serve clients effectively, responsibly, and with high standards of care. During her time at LPL, she developed a deep appreciation for what clients value most—responsiveness, transparency, and genuine care—principles that continue to guide her work today.
As a Vice President at LPL, Alyssa led large national teams, overseeing operations in compliance, licensing, and suitability review. Her leadership centered on strengthening processes, ensuring regulatory integrity, and fostering collaboration across departments to work in clients’ best interests.
In 2024, Alyssa relocated to Baton Rouge and joined TriCoast Wealth Management as Vice President of Operations. She continues to apply her background in process optimization, operational excellence, compliance insight, and people leadership—now focused directly on helping clients build confidence and clarity in their financial lives.
Alyssa’s blend of operational expertise and client-focused care allows her to deliver advice that is both strategic and sincere—ensuring every client relationship is built on confidence, clarity, education, and integrity.