Advisors & Financial Professionals
Meet Our Team of Experienced, Highly Educated Professionals
THOMAS M. RIDDLE, CPA, CFP®
BA – Mathematics and Economics – Lafayette College, Easton, PA
MBA – Lehigh University, Bethlehem, PA
Mr. Riddle is a Certified Public Accountant (CPA) and Certified Financial PlannerTM professional, and the President of Valley National Group. Mr. Riddle holds a BA from Lafayette College in Mathematics and Economics and holds an MBA degree from Lehigh University. Mr. Riddle received the Alexander E. Loeb Gold Medal award for attaining the highest score on the CPA exam in Pennsylvania in 1977. Mr. Riddle is a member of the Financial Planning Association and is past President and chairman of the NE. Pennsylvania Society of Certified Financial Planners. Mr. Riddle has over 30 years of financial expertise including serving as Bank Examiner for the US Treasury Department, Senior Accountant at Peat, Marwick, Mitchell & Co., Corporate Controller of Johnson March Corporation, VP Finance of Hospital Central Services, and as founder and President of Valley National Group (1985).
BA – Double Major in Accounting and Management – Moravian College, Bethlehem, PA
Frank is a Certified Public Accountant and a Certified Financial PlannerTM professional. As Vice President of Valley National, he serves as the Principal of the Phillipsburg office, but also spends time in the Bethlehem location. Frank has more than 22 years of experience with Valley National. He specializes in financial planning, retirement planning, portfolio management and tax planning services. Frank is a member of the Phillipsburg Rotary Club and the Phillipsburg Area Chamber of Commerce. As a native of Phillipsburg, Frank makes giving back to the youth of his hometown a priority. He has enjoyed coaching various youth sports, such as baseball, softball and football, since 1986. Frank has also been awarded “Honorary Membership” in the local Police Benevolent Association by the police department for his service in the community.
Vice President, Valley National Advisers, Inc. (a VNFA company)
Host, “Your Financial Choices” on WDIY 88.1 FM Lehigh Valley Community Public Radio
BBA – Accounting – Western Michigan University, Kalamazoo, MI
Laurie is a Certified Public Accountant, Certified Financial PlannerTM professional, Accredited Estate Planner, Registered Representative, member of both the Financial Planning Association and PICPA, and Vice President of Valley National Advisers. A graduate of Western Michigan University with a BBA in accounting, Laurie provides individuals with personal service for their tax and financial planning needs. As a member of the Financial Planning Association’s media team, her financial insight is often sought and has appeared in such publications as MSNBC, The Associated Press, The Philadelphia Inquirer, the New York Post, the American Chiropractic Association, and The Morning Call. Laurie has been educating and guiding the people of Northeast PA as host of “Your Financial Choices” every Wednesday evening on WDIY 88.1 FM Community Public Radio (an NPR member station). Each week Laurie covers a variety of financial topics while fielding calls from listeners of all different financial situations; she often invites a guest who specializes in a specific financial area. Laurie regularly hosts seminars on topics such as Financial Planning, Estate Planning for PA residents and Federal Estate Tax; her seminars have been held at local corporations such as Air Products and Children’s Hospital of Philadelphia.
Vice President / Chief Operating Officer
BA- International Relations, minor in History from Lehigh University, Bethlehem PA
Investment Adviser Representative, Valley National Advisers, Inc.
Registered Representative, Valley National Investments, Inc.
Matt is currently a Financial Advisor and Chief Operating Officer of the Valley National Group. Additionally, he operates our Manhattan office, which serves our clients in the greater Tri-State area. Matt brings a wide range of investment and management experience to Valley National, having held positions at Northwestern Mutual, Fidelity Investments, and HSBC Bank. Matt currently specializes in financial planning, retirement income planning, portfolio management and risk management solutions. Additionally, Matt is a registered representative with Valley National Investments, Inc., an Investment Adviser Representative with Valley National Advisors, Inc. and a fully licensed insurance agent. Matt is currently an active member in the Rotary Club, avid golfer, and triathlete. He is a 2003 graduate of Lehigh University.
JANE A. KAPINAS
Vice President, Valley National Financial Advisors
Trust Representative, Valley National Trust Services, a Trust Representative Office of National Advisors Trust Company, FSB
Trust Accounting System Management Certified, NCS
Pennsylvania Bankers Association Certification
Trust Administration Certified, Central Atlantic School of Trust, Bucknell University
Jane joined Valley National in 2013 with more than 30 years of experience in Trust Operations and Trust Administration, as well as business development and office management. Jane oversees and interfaces with the client, their legal professionals and the trust company to coordinate services supporting the client’s needs and goals. Jane is heavily involved in the community as a past president and current member of the Estate Planning Council of the Lehigh Valley and the Corporate Fiduciaries Group. She is a member of the Professional Advisory Council of the Lehigh Valley Community Foundation, Planned Giving Council of the Lehigh Valley Health Network and Muhlenberg College Board of Associates. She is also a Board member for the Lehigh Valley Consortium of Professional Organizations and The Bach Choir of Bethlehem.
Vice President / Portfolio Manager
BS—Villanova University, Villanova, PA
Ben joined Valley National in 2013 with more than 30 years of trust and investment experience. As Portfolio Manager, Ben works with clients to manage funds for individuals, trusts, estates, pensions, profit-sharing plans, charitable organizations and government entities. He monitors investment performance, financial markets, economic analysis, investment objectives and asset allocation models. Ben has served as president and board member of the Pennsylvania Group III Corporate Fiduciaries and was twice appointed to the Board of School Directors of the Bethlehem Area School District. He is also a member of the Bethlehem Area Education Association, Morning Star Rotary Club of Bethlehem and Greater Lehigh Valley Chamber of Commerce.
B.S. – Accounting – The Pennsylvania State University, University Park, PA
Rod is a Certified Public Accountant, Certified Financial PlannerTM professional and Personal Financial Specialist. Rod is a member of the Financial Planning Association and Pennsylvania Institute of Certified Public Accountants . Rod provides individual financial advice and counseling and corporate benefits consulting. He has provided financial advisory services to individuals for over 25 years. Rod recently joined Valley National in 2008. A graduate of The Pennsylvania State University with high distinction, he is a member of the Board of Directors of Northeast Ministries, Bethlehem, PA, and past board member of Presbyterian Homes, Inc., Camp Hill, PA.
BS – Engineering – Penn State University, University Park, PA
MBA – Lehigh University, Bethlehem, PA
Mr. Ippoliti is a Certified Financial PlannerTM professional with over 30 years of experience in financial analysis and planning. Michael is a member of the Financial Planning Association, the Estate Planning Council of Lehigh Valley, the Kinder Life Planning Institute, and holistic Life-based Financial Planning is emphasized in his practice. He holds an MBA with a concentration in finance from Lehigh University, Personal Financial Planning from Moravian College, and BS in Engineering from Penn State. He is an active community volunteer with over 12 years of service to the United Way of the Greater Lehigh Valley including past member of the Board of Directors, executive committee, investment committee, and past chairman of the Community Impact Council; a current member of the Leadership Lehigh Valley (LLV) Board of Directors and a LLV graduate. Michael also serves on the advisory board for Notre Dame High School and investment advisory board for Bethlehem Knights of Columbus.
BA – Business Administration and Organizational Behavior – New York University, New York, NY
Jackie is a Financial Advisor with Valley National and is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. She is also responsible for the preparation of client financial plans, annual financial updates and investment portfolio reviews. In addition to assisting with Valley National’s Investment Committee, her expertise is in comprehensive financial planning (tax, cash flow, budgeting, retirement and estate planning) and investment portfolio analysis and management. She also has a special focus in Executive Benefits. She is a member of both the Financial Planning Association and the Estate Planning Council of the Lehigh Valley. Prior to joining Valley National, Jackie was employed at a financial services firm as a financial planner. She received her bachelor’s degree in business administration and organizational behavior from New York University and is a CERTIFIED FINANCIAL PLANNER™ Professional and a registered trust representative and a Registered Representative. She resides in Nazareth, PA with her husband and three children.
Associate Financial Advisor
BS – Marketing, Bloomsburg University, Bloomsburg, PA
Joe is an Associate Financial Advisor with Valley National Financial Advisors having been with the company for over 5 years. Joe specializes in financial planning including risk analysis, investment management, tax planning, retirement needs, and estate planning. He is a Registered Representative with Valley National Investments, Inc., a Registered Investment Advisor with Valley National Advisers, Inc. and also a licensed insurance agent in the state of Pennsylvania and New Jersey. Joe is currently pursuing his Certified Financial PlannerTM certification through the American College’s CFP®Program. In his free time he enjoys playing rugby for the Lehigh Valley Rugby Club where he currently serves as treasurer.
Associate Financial Advisor
BS – Management and Marketing – Penn State University, University Park, PA
Timothy has been with Valley National Financial Advisors since 2003 as an Associate Financial Advisor and Financial Analyst. Tim advises clients on retirement planning needs, investment management, tax planning, insurance planning, and estate planning. Tim is currently pursuing his Certified Financial Planner™ certification through the American College CFP® Designation Program. Tim serves on Valley National’s Investment Committee, providing expertise and in-depth financial analysis to determine appropriate investment opportunities for clients. Tim is responsible for monitoring investment allocation models and securities such as individual equities and mutual funds. Tim, his wife and two children reside in the Pocono Mountains where Tim enjoys mountain biking, hiking and camping.
Financial Advisor – Johnstown Office
Mike Roper is a Certified Public Accountant (CPA) with almost 25 years of experience in income tax preparation. He holds a Bachelors degree in accounting from St Francis University, and is a Member of American Institute of CPA’s and Pennsylvania Institute of CPA’s Member as well as Past President of the Estate Planning Council of Cambria and Somerset Counties. Prior to joining Zurilla Financial Services and Valley National Financial Advisors, Mike was Assistant Vice President and Manager of Tax & Financial Planning Division of Ameriserv Trust Company.
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