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Our Team

Robert B. Dunn, CFP®

President, Managing Partner

Daniel H. Satz, MS, CFP®


Wealth Manager

Brenden Leese


Kathleen Biesiadecki

Office Manager

Lauren Brolo
Client Services Associate

Ryan M. Vogel, CFP®

Chief Planning Officer, Partner

Ryan A. Dunn, CFP®

Associate Wealth Manager

Madison Mount
Client Services Associate

Candace Henry

Client Experience Coordinator

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.