Our Team

At Novi Wealth Partners we provide the highest level of service fostered by a collective approach to every client relationship.   

Robert B. Dunn, CFP®

President, Managing Partner

Daniel H. Satz, MS, CFP® CRPC®, AWMA®

Wealth Manager

Ryan M. Vogel, CFP®

Chief Planning Officer, Partner

Ryan A. Dunn, CFP®

Associate Wealth Manager

Brenden Leese

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Kathleen Biesiadecki

Office Manager

Dominick Matteo

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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.

CAREER OPPORTUNITIES

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609.921.7002

512 Executive Drive

Princeton, NJ 08540