Voussoir Wealth 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.

Advisors

Michael Vincent Sergi Jr

CFP®, CRPC™

Financial Advisor

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

Beth Foyle

CRPC™

Financial Advisor

Chartered Retirement Planning Counselor™
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Mark Tetuan

Financial Advisor

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Alexander Morgan

CFP®

Associate Financial Advisor

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John Pulice

Financial Advisor

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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.

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Ashley Harmle

Ashley Harmle

Office Manager

Personal Intro

Ashley joined the firm in 2017. She has 22 years' experience in the Financial Industry. She is also a Notary Public.

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Lily Ribeiro

Lily Ribeiro

Paraplanner

Personal Intro

Lily has 25+ years’ experience in the financial industry and joined our group as a Paraplanner in 2021. She is a licensed financial professional and holds FINRA Series 7, Series 66, and Life & Health insurance licenses. She is also a notary public. She loves to travel, cook, and ride her bike.

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