Valley National Group

News & Announcements

• 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.

• VNFA Names Matthew Petrozelli as CEO, Effective January 1, 2018
  November 2017 – Valley National Financial Advisors today announced that its President & Founder Thomas Riddle has appointed Matthew Petrozelli as Chief Executive Officer effective January 1, 2018. Riddle will take on title of Founder & Chairman of the Board, and will continue to work with clients as a Financial Advisor.

• Senior Vice President Laurie Siebert Named 2017 Athena
  October 2017 - We take great pleasure in announcing that our Senior Vice President, Laurie A. Siebert has been honored by the Chamber's Women's Business Council with the 2017 Athena Leadership Award.

• Financial Advisor Jaclyn Cornelius Promoted to Vice President
  September 2017 –Valley National Financial Advisors is pleased to announce the promotion of Jaclyn M. Cornelius, CFP^®, EA to Vice President. Jackie is a Financial Advisor working out of the firm’s Bethlehem headquarters.

• 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.

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”

• 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.

• LV BUSINESS: A Guide to Successful Succession Planning
  Matthew Petrozelli wrote an article about the successful succession strategies used by Valley National Financial Advisors. It was published in the November succession planning issue of Lehigh Valley Business.

• FORBES: “Build A Portfolio To Meet Goals” by Matt Petrozelli
  Matthew Petrozelli, Executive Vice President and Chief Operating Officer was published once again on Forbes.com as a contributor of the Forbes Finance Council.

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