Personal Notes

April 27th, 2016

I am introducing you to four staff members who help me supply our services and solutions to you.  In case you receive a phone call or an email from one of them, you will be more familiar with what they do.  All four have come on board at Valley National during the last 12 months.

David Givler

David Givler

Jeremy Goral

Jeremy Goral

Mae Gerhart

Mae Gerhart

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Lori Catanzaro

Lori Catanzaro who helps me to set up my schedule, confirm telephone conferences & meetings, and prepares reports.  She works alongside Betty Adam.

Megan “Mae” Gerhart who prepares income tax returns, performs tax planning and prepares financial plans.

Jeremy Goral who prepares income tax returns, tackles projects, and works with clients to set up and operate their e-Vault Client Portal.  Jeremy is in Valley National’s Entry Level Professional program which has a multi-year goal of educating the participant on the many facets of being a Financial Advisor.

David Givler who prepares income tax returns, works on projects, and prepares financial plans.  David is in Valley National’s Entry Level Professional program which has a multi-year goal of educating the participant on the many facets of being a Financial Advisor.

Thomas M. Riddle
President, VNFA

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