Meet the Team Under the Arch

At Voussoir Wealth Partners, we’re more than financial professionals — we’re lifelong partners in your journey. Our team was built on the belief that wealth management isn’t just about numbers; it’s about people, purpose, and possibility.

We take pride in helping individuals and families make not only smart financial decisions, but meaningful life decisions. Whether you're navigating retirement, building a legacy, or planning for the next generation, we’re here to guide you with clarity and care.

We don’t just advise — we listen, we understand, and we walk beside you. Our relationships are built to last, grounded in trust, empathy, and a shared commitment to your values. Because at the end of the day, our greatest success is seeing you move forward with confidence — and knowing we helped build something that lasts.

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Team photo
Team photo

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Our advisors

David D Tofel

CFP®, CRPC, APMA®

Private Wealth Advisor

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

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

Alexander Morgan

CFP®

Financial Advisor

Learn more about Alexander Morgan Visit Alexander Morgan's website

Beth Foyle

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Beth Foyle Visit Beth Foyle'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 22 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 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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