Voussoir Financial Partners

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.


Advisors

David D Tofel

CFP®, CRPC™, APMA™

Financial Advisor

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

Michael Vincent Sergi Jr

CFP®, CRPC™

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Vincent Sergi Jr's website

Beth Foyle

CRPC™

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Beth Foyle's website

Alexander Morgan

Associate Financial Advisor

Visit Alexander Morgan's website

Mark Tetuan

Financial Advisor

Visit Mark Tetuan's website


Team

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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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 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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