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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Shanel Dubique

Shanel has spent over five years excelling in the financial planning landscape, establishing a reputation as a well-rounded, client-focused Financial Advisor. Shanel values integrity, communication, and efficiency; this recipe has earned her a reputable relationship with clients and referrals. Shanel holds FINRA Series 7 and 66 securities licenses and state life and health insurance licenses. She is a graduate of Dominica State College.

As a Caribbean native, she has a diverse background. In her off time, she enjoys volunteering, writing, reading, paddle boarding, and hiking with her dog Cash (Compassionately Abiding in Shanel’s Heart).