Erie, PA Office

David Tofel II is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2006. He holds Series 63 and Series 66 licenses and is based in Fairview, PA. Outside of his advisory role, he coaches 8th grade boys basketball for the Fairview School District. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven and algorithm-supported recommendations tailored to clients’ retirement goals.

Michael Sergi Jr. is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 1996 to 2020. He is a member of the Board of Directors at Battles Village, a nonprofit organization in Girard, Pennsylvania. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, focusing on clients who maintain accounts managed by Ameriprise.

Alexander Morgan is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise in 2021, he worked at Wegmans Food Markets and The University of Akron. Ameriprise Financial Services is a diversified advisory firm catering to individual and institutional clients, notable for its Premier Retirement Income service which provides tailored retirement planning through a combination of proprietary research and third-party data.

Melissa Duhan is a financial advisor with Ameriprise in Erie, PA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior experience includes roles at The Huntington Investment Company and Huntington Bank. She serves as the recording secretary for the Allegany State Park Historical Society, a nonprofit focused on educating the public about the park's history. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Liliane Ribeiro is a financial advisor with Ameriprise in Fairview, PA, holding Series 63 and Series 66 licenses and 19 years of industry experience. She previously worked at Erie Bank and Securities America Advisors, Inc. for eight years. Outside of Ameriprise, she is involved in managing an advisory business as a paraplanner and client service specialist with Loose Tetuan Dunn Bergdahl & Associates. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering tailored, non-discretionary recommendations supported by algorithmic analysis and a centralized consulting team. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Tetuan is a financial advisor with Ameriprise in Erie, PA, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He has been with Ameriprise and its predecessor firm since 1976. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Beth Foyle is a Series 66-licensed financial advisor with nine years of industry experience. She has been with Ameriprise since 2015 and currently works full time for Voussoir Financial Partners, a financial advisory practice affiliated with Ameriprise in Erie, PA. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Lisa Morgan is a financial advisor with Ameriprise in Erie, PA, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise and its affiliates since 2009. In addition to advising, she serves as a paraplanner and client service specialist supporting Ameriprise advisors in her office. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

John Pulice is a financial advisor at Ameriprise with three years of industry experience and holds the Series 66 credential. He also serves on the Board of Directors for the Estate Planning Council of Erie and is a board member of Junior Achievement of Western PA. Additionally, Pulice coaches youth basketball for the Iroquois School District. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients, offering a specialized retirement income service with written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes collaborative planning supported by internal investment research and algorithmic tools, with distinctive enrollment criteria requiring a minimum level of investable assets.