VALLEY NATIONAL FINANCIAL ADVISORS

Home

VN Philosophy

Our Services

Advisors

Support Staff

CLIENT CENTER

Education and Resources

Business Continuity Plan

Weekly Commentary

RADIO

Contact Us

 

Meet Our Team of Experienced, Highly Educated Professionals:

THOMAS M. RIDDLE, CPA, CFP®

President

BA - Mathematics and Economics - Lafayette College, Easton, PA

MBA - Lehigh University, Bethlehem, PA

Mr. Riddle is a Certified Public Accountant (CPA) and Certified Financial Planner™ 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).

E-Mail Tom

FRANK J. STETTNER, CPA

Vice President

BA - Double Major in Accounting and Management - Moravian College, Bethlehem, PA

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.

E-Mail Frank

LAURIE A. SIEBERT, CPA, CFP®

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 Univeristy, Kalamazoo, MI
Laurie is Vice President of Valley National Advisors, a CPA, a Certified Financial Planner™ and Registered Representative.  Her practice focuses on financial planning and estate and trust work.  Laurie's experience includes nine years of estate tax and administration work within a law practice setting. Laurie's strength is the ability to communicate complex estate and financial planning issues to her clients in an understandable fashion.  She serves on the Best Practices and Trust Education Committees for National Advisors Trust Company.  She is also a member of the Financial Planning Association.

E-Mail Laurie

MICHAEL A. IPPOLITI, CFP®

Financial Advisor

BS - Engineering - Penn State University, University Park, PA

MBA - Lehigh University, Bethlehem, PA

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

E-Mail Mike

RODMAN D. YOUNG, CPA/PFS, CFP®

Financial Advisor

Penn State University, University Park, PA
Rod is a Certified Public Accountant and Certified Financial Planner® practitioner, Personal Financial Specialist, Financial Planning Association member, AICPA and Pennsylvania Institute of Certified Public Accountants memberRod provides individual financial advice and counseling and corporate benefits consulting. Rod recently joined Valley National in 2008.  A graduate of The Pennsylvania State University, Rod recently completed Level One of the Investment Management Consulting Certification Series through Raymond James & Associates, Inc. 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.

E-Mail Rod

JACLYN M. CORNELIUS, CFP®, CEA®

Financial Advisor

BA - Business Administration and Organizational Behavior - New York University, New York, NY

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.

 

E-Mail Jackie

JOSEPH F. GOLDFEDER

Associate Financial Advisor

BS - Marketing, Bloomsburg University, Bloomsburg, PA

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.

E-Mail Joe

TIMOTHY G. ROOF

Associate Financial Advisor

BS - Management and Marketing - Penn State University, University Park, PA

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.

E-Mail Tim

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.