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Thomas M. Riddle, CPA, CFP®
Founder & Chairman
Tom is a Certified Public Accountant (CPA) and Certified Financial PlannerTM professional, and the Founder & Chairman of Valley National Group. He holds a BA...
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Matthew E. Petrozelli
Chief Executive Officer
Matt is Chief Executive Officer (CEO) of Valley National Financial Advisors, overseeing all of the company’s operations and executive leadership. prior to becoming CEO...
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Laurie A. Siebert, CPA, CFP®, AEP®
Senior Vice President
Laurie is a Certified Public Accountant, Certified Financial Planner™ professional, Accredited Estate Planner, Registered Representative, Independent Adviser Representative, and Senior Vice President of Valley...
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Frank J. Stettner, CPA, CFP®
Senior Vice President
With a wealth of experience in accounting, tax preparation, and financialplanning, Frank has built a reputation for simplifying complex financialmatters and providing peace of...
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Timothy G. Roof, CFP®
Vice President
Tim is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., and Registered Representative with Valley National Investments, Inc. He...
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Joseph F. Goldfeder, CFP®
Vice President
Joe is a Certified Financial Planner™ and Financial Advisor with Valley National Financial Advisors. With more than a decade of experience in the financial...
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Ryan Mulhearn, CIMA®
Assistant Vice President
Ryan joined Valley National in 2017, bringing four years of prior industry experience in retirement planning, portfolio administration, investment analysis, and client service. As...
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Michael Warch
Assistant Vice President
Mike joined Valley National as a Senior Associate in 2018, with six years of experience working as a financial advisor. Alongside his client-focused work,...
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Michael W. Roper, CPA
Assistant Vice President
Mike’s mission as an advisor is simple: help people with their financial goals. “When I was very young,” he says. “My parents always said...
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Ingrid Holder
Assistant Vice President
Ingrid Holder earned her Master of Business Administration from Thomas Edison State University, with a concentration in finance and a minor in accounting. She...
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Donna Young
Vice President, Client Services
Ashley Santiago, MSHRM, SHRM-CP
Vice President, HR & Organizational Development
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William Henderson
Chief Investment Officer
William Henderson is the Chief Investment Officer at Valley National Financial Advisors. He joined the VNFA team with more than 30 years of experience,...
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Chris Holland
Director, Research & Investments
Chris Holland is the Director of Research & Investments at VNFA and has been with the team since early 2024. With a strong educational...
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Ildebrando E. Cruz
Assistant Vice President, Trading & Operations
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional...
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Robert Ziobro
Vice President, IT
Amanda Pugliese, CPA
Director of Tax Services
Tim Richmond, CPA
Senior Tax Accountant & AI Specialist
Brandon Nemeth
Tax Accountant
Caroline Kohler
Administrative Assistant, Tax Department
Jackie Gerstung
Director of Operations
Stefany Allen
Executive Administrative Assistant
Dulce Cardinale
Administrative Assistant
Brenda Hashagen
Administrative Assistant
Donna D’Imperio, EA
Client Relationship Manager / Tax Specialist
Lauren Kelly
Front Office Coordinator
Lilian Rosario 
Back Office Coordinator
Debra Almack, CPA
Corporate Controller
Chris Storck
Operations / Compliance Associate
Austin Jones
Financial Technology Operations Associate
Courtney Morstatt
Marketing & Communications Coordinator
Sue Wallace
Office Assistant
Gianna Heron
Administrative Assistant
Lauri Kaulius
Office Assistant

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services.

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