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
Paraplanner
Kathleen Biesiadecki
Office Manager
Dominick Matteo
Paraplanner
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.
