Voussoir Wealth Partners

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

Advisors

David D Tofel

CFP®, CRPC™, APMA®

Private Wealth Advisor

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

Mark Tetuan

Financial Advisor

Visit Mark Tetuan's website

Beth Foyle

CRPC™

Financial Advisor

Chartered Retirement Planning Counselor™
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Alexander Morgan

CFP®

Financial Advisor

Visit Alexander Morgan's website

John Pulice

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.

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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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