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

David D Tofel

David D Tofel

Financial Advisor

Managing Director
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Timothy Moore

Timothy Moore

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Thomas A Bergdahl

Thomas A Bergdahl

Financial Advisor

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Michael Vincent Sergi Jr

Michael Vincent Sergi Jr

Financial Advisor

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

Beth Foyle

Financial Advisor

Chartered Retirement Planning CounselorSM
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Team

Lisa Morgan

Lisa Morgan

Paraplanner

Jeanie Young

Jeanie Young

Office Manager

Ashley Harmle

Ashley Harmle

Administrative Assistant