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Our Team
Robert B. Dunn, CFP®
President, Managing Partner
Daniel H. Satz, CFP®, MPAS®
CRPC®, AWMA®
Wealth Manager
Brenden Leese, CFP®
Associate Wealth Advisor
Kathleen Biesiadecki
Office Manager
Lauren Brolo
Client Services Associate
Ryan M. Vogel, CFP®
Chief Planning Officer, Partner
Ryan A. Dunn, CFP®
Wealth Manager
Devin Starr
Associate Wealth Advisor
Candace Henry
Client Experience Coordinator
Sean Kelly
Client Services Associate
Mario Nardone, CFA®
Chief Investment Consultant
At Novi Wealth Partners, we believe that you should focus not on money, but what money can do for you and for your loved ones. You may not have the time and comprehensive knowledge to plan your financial future, but we do. Contact us to schedule a complimentary Discovery Meeting today.
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