Valley National Group

News & Announcements

• Experienced Associate Joins VNFA Client Service Team
  August 2017 – Valley National Financial Advisors welcomes Ryan Mulhearn, CIMA^® as the firm’s newest Associate. Ryan comes to the team with four years of industry experience in retirement planning, portfolio administration and client service.

• Financial Advisor Timothy Roof Promoted to Vice President
  August 2017 –Valley National Financial Advisors is pleased to announce the promotion of Timothy G. Roof, CFP^® to Vice President. Tim is a Financial Advisor working out of the firm’s Bethlehem headquarters.

• ELP Associates Promoted to Senior Positions
  August 2017 – Valley National Financial Advisors promoted David Givler and Jessica Goedtel to Senior Associate positions.

• Valley National Financial Advisors Hires Bloomsburg Graduate
  July 2017 – Valley National Financial Advisors welcomes Nicholas Wolfgang as the firm’s newest Associate. Nicholas graduated from Bloomsburg University with a degree in Finance, specializing in Personal Financial Planning.

• Best of the Valley 2017 – VNFA Voted Best Financial Planner
  June 2017 – Valley National Financial Advisors has been voted Best of the Valley – Best Financial Planner 2017 by the readers of Lehigh Valley Magazine.

Valley National Radio

• Risk Management Discussion
  Laurie Siebert, CPA, CFP^®, AEP^® and her guest, Roxie Muñoz, CLU^®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: “Taking care of your loved ones through risk management”

• Unusual Tax Transactions
  Laurie Siebert, CPA, CFP^®, AEP^® and her guest, Rodman Young, CPA, CFP®, Senior Vice President at Valley National Financial Advisors, discuss: “Unusual Tax Transactions”

• New Jersey Estate and Income Tax
  Laurie Siebert, CPA, CFP^®, AEP^® and her guest, Frank Stettner, CPA, CFP®, Senior Vice President at Valley National Financial Advisors, discuss “New Jersey Estate Tax and New Jersey Income Tax.”

• Managing Investments – What’s New?
  Laurie Siebert, CPA, CFP®, AEP® and her guest, Matthew Petrozelli, Executive Vice President and COO of Valley National Financial Advisors, discuss: “What’s new in managing your investment accounts?”

• Employer Benefits & Open Enrollment
  Guest host Rodman Young, CPA/PFS, CFP^®, from Valley National Financial Advisors, discusses employer benefits and open enrollment.

More Valley National Radio
“Your Financial Choices – Conversational Radio for Your Financial Life” is hosted by Laurie Siebert, CPA, CFP^®, AEP^®  – yourfinancialchoices.com

Valley National Video

  VIMEO |    YOU TUBE |   More Valley National Video

• President Thomas M. Riddle talks about the firm’s mission, history and future. Valley National celebrated 30 years in business in 2015.
  

• Our 2017 She Nailed It! team in action.
  

Our Team “In the News”

• FORBES: Executive Vice President/COO Published on Forbes.com
  Matthew Petrozelli, Executive Vice President and Chief Operating Officer wrote an article for Forbes that was published in the Forbes Finance Council, Community Voice section on Forbes.com.

• LV BUSINESS: Market Trend Article Features VNFA Advisor
  Timothy G. Roof, CFP^® and Assistant Vice President at Valley National Financial Advisors was featured in a Lehigh Valley Business article on market trends.

• MCALL: VNFA Advisor Becomes LV Business Cycle Contributor
  Laurie A. Siebert, CPA, CFP^®, AEP^® and Senior Vice President at Valley National Financial Advisorsis writing a new column for The Morning Call’s Business Cycle focusing on personal finance and retirement planning.

• Spring PACPA Journal Article, by Laurie Siebert
  Pennsylvania CPA Journal published a column by Laurie A. Siebert, CPA, CFP^®, AEP^® and Senior Vice President at Valley National Financial Adivors. The topic: Considerations When Working on a Divorce Plan.

• VNFA AVP Among 2017 ‘Women of Influence’ & ‘Forty Under 40’
  Valley National Financial Advisors' Assistant Vice President of Marketing & HR, Judianne Harris, was selected as one of the Lehigh Valley Business 25 Women of Influence and Forty Under 40 for 2017.

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