Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for David D Tofel

David D Tofel

CFP®, CRPC, APMA

Financial Advisor

Managing Director of Voussoir Financial Partners
Learn more about David D Tofel Visit David D Tofel's website
Advisor photo for 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
Advisor photo for Alexander Morgan

Alexander Morgan

Associate Financial Advisor

Learn more about Alexander Morgan Visit Alexander Morgan's website
Advisor photo for Beth Foyle

Beth Foyle

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Beth Foyle Visit Beth Foyle's website
Advisor photo for John Pulice

John Pulice

Associate Financial Advisor

Learn more about John Pulice Visit John Pulice's website


Our 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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Ashley Harmle

Ashley Harmle

Office Manager

Personal Intro

Ashley joined the firm in 2017. She has 20 years' experience in the Financial Industry. She is also a Notary Public.

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Lily Ribeiro

Lily Ribeiro

Paraplanner

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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