Voussoir Wealth Partners

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


Advisors

Advisor photo for David D Tofel

David D Tofel

CFP®, CRPC™, APMA®

Private Wealth Advisor

Managing Director of Voussoir Wealth Partners
Visit David D Tofel's website
Advisor photo for Michael V Sergi Jr.

Michael V Sergi Jr.

CFP®, CRPC™

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Michael V Sergi Jr.'s website
Advisor photo for Beth A Foyle

Beth A Foyle

CRPC™

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Beth A Foyle's website
Advisor photo for Alex Morgan

Alex Morgan

CFP®

Financial Advisor

Visit Alex Morgan'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.

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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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