To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Our advisors

David D Tofel

David D Tofel

CFP®, CRPC®

Financial Advisor

Managing Director of Voussoir Financial Partners
Learn more about David D Tofel Visit David D Tofel's website
Michael Vincent Sergi Jr

Michael Vincent Sergi Jr

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Vincent Sergi Jr Visit Michael Vincent Sergi Jr's website
Mark Tetuan

Mark Tetuan

Financial Advisor

Learn more about Mark Tetuan Visit Mark Tetuan's website
Beth Foyle

Beth Foyle

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Beth Foyle Visit Beth Foyle's website

Our team

Jeanie Young

Jeanie Young

Office Manager

Personal Intro

Jeanie has been with our firm since 1997. Prior to coming to our office, she was a gold buyer for a large retail company. She has one daughter and enjoys golf. She is a notary public.

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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

Administrative Assistant

Personal Intro

Ashley joined the firm in 2017. She has about 15 years experience in the Financial Industry. She is also a Notary Public.

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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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