Valley National Group

News & Announcements

• Controller Promoted to AVP; Associate Becomes Junior Accountant
  June 2018 – Valley National Financial Advisors promoted Elizabeth Kostelnick, CPA to the position of Assistant Vice President, Finance & Accounting. Brinda Vyas has taken on a new position as Junior Accountant, working under the supervision of Kostelnick on internal corporate control functions, in addition to working with clients on tax planning and preparation.

• CEO Matt Petrozelli Among InvestmentNews 40 Under 40
  InvestmentNews selected our CEO, Matt Petrozelli, as one of its 2018 40 Under 40. investmentnews.com/40

• Valley National Hires Senior Associate
  June 2018 - Valley National Financial Advisors welcomes Michael Warch as the firm’s newest Senior Associate. Mike comes to the team with five years of experience working on financial advisory teams.

• Valley National CEO Selected for ’90 Ideas in 90 Minutes’
  April 2018 – Valley National Financial Advisors Chief Executive Officer, Matthew Petrozelli, is among the panelists for this year's "90 Ideas in 90 Minutes" on June 14 at DeSales University.

• NEW TEAM MEMBERS: Administrative Assistant & HR Director
  February 2018 - Valley National Financial Advisors announced the addition of two new team members this month – Stefany Keiser and Ashley Santiago.

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

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• Founder Thomas M. Riddle talks about the firm’s mission, history and future.
  

• Our CEO Matt Petrozelli at LV Business 90 Ideas in 90 Minutes
  

Our Team “In the News”

• CEO Matt Petrozelli Among InvestmentNews 40 Under 40
  InvestmentNews selected our CEO, Matt Petrozelli, as one of its 2018 40 Under 40. investmentnews.com/40

• LV BUSINESS: “90 Ideas in 90 Minutes” with Matt Petrozelli
  Valley National CEO Matt Petrozelli was among the panel of presenters at the 2018 Lehigh Valley Business "90 Ideas in 90 Minutes" event. He spoke about leadership, change and financial health.

• Tax Reform Guide Features VNFA’s Laurie Siebert
  Pennsylvania CPA Journal published a Bonus Edition 2018 featuring an article by Laurie A. Siebert, CPA, CFP^®, AEP^® and Senior Vice President - Tax Reform's Effect on Charitable Giving.

• VIDEOS: Laurie Siebert Discusses Tax Law with PICPA
  In advance of her spring Pennsylvania CPA Journal column, our Senior Vice President Laurie Siebert sat down with the Pennsylvania Institute of CPAs (PICPA) to discuss the Tax Cuts and Jobs Act.

• Winter 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 Advisors. The topic: Roth IRAs.

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