Voussoir Financial Partners

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Mark Tetuan

Mark Tetuan

Financial Advisor

Visit Mark Tetuan's website
Michael Vincent Sergi Jr

Michael Vincent Sergi Jr

CFP®, CRPC®

Financial Advisor

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

Beth Foyle

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Beth Foyle's website

Team

Jeanie Young

Jeanie Young

Office Manager

Lisa Morgan

Lisa Morgan

Paraplanner

Ashley Harmle

Ashley Harmle

Administrative Assistant

Lily Ribeiro

Lily Ribeiro

Paraplanner,

Certified Retirement Counselor®

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.

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