Laurie A. Siebert, CPA, CFP®, AEP®

Laurie A. Siebert, Senior Vice President


Professional Certifications / Registrations

  • Certified Public Accountant (CPA)
  • Certified Financial PlannerTM (CFP®)
  • Accredited Estate Planner (AEP®)
  • BBA – Accounting – Western Michigan University, Kalamazoo, MI
  • Investment Adviser Representative
    Valley National Advisers, Inc.
  • Registered Representative
    Valley National Investments, Inc.
Industry Affiliations / Awards & Recognitions

  • Radio Host, Your Financial Choices, Conversational Radio for Your Financial Life – WDIY 88.1 FM Lehigh Valley Community Public Radio (an NPR member station).
    Wednesdays from 6-7 p.m.
  • 2014 Woman of Influence, Lehigh Valley Business
  • Past President, Estate Planning Council of the Lehigh Valley
  • Member, Financial Planning Association
  • Personal Financial Planning Column Coordinator, Pennsylvania Institute of CPAs (PICPA)
  • Leadership Team, American Heart Association
    Go Red for Women Lehigh Valley
  • First Vice Chair, Women United (formerly Women’s Leadership Council of United Way of the Greater Lehigh Valley)
  • Board Member, TEDx Lehigh River
  • 2016 Businesswoman on the Year, BW NICE Lehigh Valley Chapter

Get to Know Laurie

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 Senior Vice President of Valley National Financial Advisors.  A graduate of Western Michigan University with a BBA in accounting, Laurie provides individuals with personal service for their tax and financial planning needs.

Every Wednesday evening, Laurie serves as host of Your Financial Choices – Conversational Radio for Your Financial Life on WDIY FM, Lehigh Valley Community Public Radio (a local NPR member station). Each week Laurie offers education and guidance to radio listeners in Northeast Pennsylvania and online listeners worldwide. She invites guests to discuss a variety of financially-related topics. “I feel that my experiences (family and professional) have culminated in me having a lot of knowledge that I want to share,” she says. “I always wanted to be a teacher and this gives me that opportunity.” Laurie also contributes periodic business columns for The Morning Call’s Business Cycle – “Financial Health with Laurie Siebert.” Additionally, she has hosted education seminars for organizations and private companies on topics such as Financial Planning, Estate Planning for PA Residents and Federal Estate Tax.

Laurie is a Past President of the Estate Planning Council of the Lehigh Valley and serves as the Personal Financial Planning Column Coordinator for the PICPA’s CPA Journal. Laurie is on the Leadership Team for the American Heart Association Go Red for Women Lehigh Valley. She is also a cabinet member of Women United (formerly Women’s Leadership Council of United Way of the Greater Lehigh Valley), and a board member for TEDx Lehigh River.

Laurie enjoys problem solving and interacting with people. She discovered that she could combine the two when she started working with estates and trusts almost 24 years ago. She finds it most rewarding when she can explain complicated issues to people to help them through very sensitive times in their life, such as the loss of a loved one or a divorce.

After 30 years working in accounting and finance, Laurie says the fun part is getting to know people. “I put all my emotions into my work. I make an investment in people. It is important for me to be part of people’s lives.”

Laurie resides in Orefield with her husband and loves spending time with her son and two daughters. “I am honored to have three great children who have made great personal choices.” Laurie loves vacationing with her family at Lake Michigan and spending her free time doing mosaics.

Laurie’s Client Process
“The most important questions are the questions you are not asking,” says Laurie. In an initial meeting she focuses on getting to know you and helping you become aware of what else you need to know to effectively plan for your future. REQUEST A MEETING

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