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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 The Team

Shanel Dubique

Financial Advisor

858-882-6572

Shanel.Dubique@atriawealth.com

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