Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Family Finances
  • Intergenerational Planning

Awards & recognition

  • Voussoir Wealth Partners, Ameriprise Client Experience Award, 2023-2025
  • David D Tofel, Forbes Best-in-State Wealth Advisors, 2026
  • David D Tofel, Ameriprise Circle of Success, 2015-2025

Community participation

2022-2023 Iroquois Junior High School Basketball Team
2022-2023 Iroquois Junior High School Basketball Team

David Tofel is a past trustee for Arts Erie, serving on allocations and finance committees (2008-2011)

David Tofel is a volunteer for Make a Wish Foundation

David Tofel is Past President of the Erie Rotary Club, their Scholarship Foundation and a Paul Harris Fellow

John Pulice is an Estate Planning Council Board Member and Vice President.

John Pulice is on the Junior Achievement of Western Pennsylvania Advisory Board

Alex Morgan is an Estate Planning Council Member

Beth Foyle is a Past President and Co-President of St. Luke School PTO.

Beth Foyle is a Member of St. Luke Church.

Beth Foyle is a Member of the Irish Cultural Society.

Honored to be recognized in Forbes

We’re excited to celebrate David D. Tofel for being named to the 2026 Forbes Best-in-State Wealth Advisors list! This recognition honors advisors who go above and beyond to help clients achieve their long-term financial goals—a commitment that drives everything we do. A heartfelt thank you to our clients for your trust and loyalty, and to Forbes for this incredible honor.