Voussoir Financial Partners

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


close

Team photo for Voussoir Financial Partners
Team photo for Voussoir Financial Partners

View Larger


Advisors

David D Tofel

CFP®, CRPC, APMA

Financial Advisor

Managing Director of Voussoir Financial Partners
Visit David D Tofel's website

Michael Vincent Sergi Jr

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Vincent Sergi Jr's website

Mark Tetuan

Financial Advisor

Visit Mark Tetuan's website

Beth Foyle

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Beth Foyle's website

John Pulice

Associate Financial Advisor

Visit John Pulice's website


Team

Lisa Morgan

Lisa Morgan

Paraplanner,

Client Service Specialist

Personal Intro

Lisa has been with our company since 2008. She is married and has two sons. She has her Series 7, Series 66 and Life, Accident and Health licenses. She is also a notary public.

View more
Ashley Harmle

Ashley Harmle

Office Manager

Personal Intro

Ashley joined the firm in 2017. She has 20 years' experience in the Financial Industry. She is also a Notary Public.

View more
Lily Ribeiro

Lily Ribeiro

Paraplanner

Personal Intro

Lily has 20 years’ experience in the financial industry and recently joined our group as a Paraplanner. She is a licensed financial professional and holds FINRA licenses Series 7, Series 66, and Life & Health insurance licenses. She is also a notary public.

View more