Valley National Group

News & Announcements

• VNFA Welcomes New Executive Assistant to President
  March 2017 – Valley National Financial Advisors welcomes Nicole Briggs as Executive Assistant to the President.  Nicole comes to the team with over 25 years of client service experience.

• Director of Marketing & HR Promoted to Assistant Vice President
  March 2017 – Valley National Financial Advisors announced the promotion of Judianne Harris to Assistant Vice President, Marketing & Human Resources. Judianne works out of Valley National’s Bethlehem office where she oversees the firms marketing and public relations.

• Valley Residents Choose VNFA as 2017 Who’s Who Business Leader
  January 2017 – Valley National Financial Advisors has been named the 2017 Who’s Who in Business Leader in the category of Financial Planner, presented by Lehigh Valley Style.

• VNFA Named Among Region’s Top Businesses
  September 2016 – Valley National Financial Advisors has been named a finalist in the Business of the Year (25-100 employees) category in the 2016 Lehigh Valley Business, Business of the Year awards program.  

• Valley National Entry Level Professional Promoted to Senior Associate
  July 2016 – Valley National Financial Advisors announced the promotion of Connor Darrell to Senior Associate. Connor works out of Valley National’s Bethlehem office where he provides financial advisory and client support.

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”

• 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 Team Member Among 2017 ‘Women of Influence’
  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 for 2017.

• LV BUSINESS Turns to VNFA as Source for Breaking News
  Our Executive Vice President & Chief Operating Officer, Matthew Petrozelli, was interviewed by Lehigh Valley Business for a breaking news story about the Dow Jones reaching 20,000.

• LVB Highlights Leadership Group Including Jaclyn Cornelius
  Valley National's Jaclyn M. Cornelius, CFP^®, EA was among the 2016 Leadership Lehigh Valley graduating class. The group's impact and community involvement were featured in Lehigh Valley Business.

• Laurie Siebert Honored as Businesswoman of the Year
  Valley National Financial Advisors’ Senior Vice President Laurie A. Siebert, CPA, CFP, AEP was honored as 2016 Businesswoman of the Year at the second annual BW NICE Red Shoe Luncheon & Fashion Show on Friday, April 29 at Steelstacks.

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