| VALLEY NATIONAL FINANCIAL ADVISORS |
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"Your Financial Choices" on NEWSTALK AM 790 WAEB
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Financial Advisors |
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THOMAS M. RIDDLE, CPA, CFP® President |
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FRANK J. STETTNER, CPA Vice President Frank is a Certified Public Accountant specializing in Financial Planning, Portfolio Management and Tax Planning Services. As Vice President of Valley National, he serves as the General Securities Principal of the Phillipsburg office and also as the Financial Operations Principal of Valley National Investments, Inc. Graduating with a BA from Moravian College in 1991 with a double major in accounting and management, he is currently furthering his education by completing the Certified Financial Planner Program. Frank also carves out time in his busy schedule to stay active with memberships in the Phillipsburg Rotary Club, Twin Cities Business Networkers and the Phillipsburg Area Chamber of Commerce. As a native of Phillipsburg, Frank enjoys giving back to the youth of his home town by coaching both football and baseball. Frank has also been honored by the local police department for his vast service to his community by awarding him an “Honorary Membership” in their local Police Benevolent Association. |
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LAURIE A. SIEBERT, CPA, CFP®
Vice President, Valley National Advisors Host, "Your Financial Choices" on NEWSTALK AM 790 WAEB |
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MICHAEL A. IPPOLITI, CFP® Financial Advisor Mr. Ippoliti is a Certified Financial Planner™ 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. Michael, a Leadership Lehigh Valley graduate, 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. He currently serves on investment advisory boards for Notre Dame High School and Bethlehem Knights of Columbus |
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JACLYN M. CORNELIUS, CFP® Financial Advisor Jackie is a Financial Advisor, a Certified Financial Planner™ and a Certified Estate Advisor (CEA®). A graduate of New York University with a Bachelors' Degree in Business Administration and Organizational Behavior, Jackie has over 8 years experience in the financial industry assisting clients with the complete financial planning process. She is a member of both the Financial Planning Association and the Estate Planning Council of the Lehigh Valley.
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JOSEPH F. GOLDFEDER Associate Financial Advisor Joe is an Associate Financial Advisor with Valley National Financial Advisors and works with senior advisors in financial planning, investment and portfolio management, and tax planning and preparation. Joseph is a Registered Representative with Valley National Investments, Inc., and a licensed insurance agent in Pennsylvania. Joseph received a B.S. in Marketing from Bloomsburg University in Bloomsburg, PA. |
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TIMOTHY G. ROOF Associate Financial Advisor Tim is an Associate Financial Advisor with Valley National Financial Advisors. Mr. Roof has over 5 years of financial services experience in income tax preparation and planning, advising in investments and portfolio management, as well as supporting Senior Financial Advisors with the complete financial planning process. Mr. Roof is a 2003 Dean’s list graduate of Pennsylvania State University with a BS in Management and Marketing. Timothy is a Registered Representative with Valley National Investments, Inc., a Registered Investment Advisor with Valley National Advisers, Inc and a licensed insurance agent in PA.
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| Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. Valley National Financial Advisors is the marketing name for the Valley National Group, Inc. and its affiliates. |
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