Timothy “Tim” Roof is a Vice President and Financial Advisor at Valley National, where he has spent more than 20 years helping individuals and families make confident, informed financial decisions. Tim is a CERTIFIED FINANCIAL PLANNER® professional, Investment Adviser Representative with Valley National Advisers, Inc., Registered Representative with Valley National Investments, Inc., and Licensed Insurance Agent in Pennsylvania, New Jersey, and Florida. Tim brings extensive expertise to every client relationship.
Tim joined Valley National in 2003 and has been a trusted partner to clients ever since. Known for his holistic approach and ability to simplify complex financial issues, he believes effective planning begins with genuine connection.
My goal is to understand what’s happening in your life so we can put you in a better position.
With a Bachelor of Science in Business from Pennsylvania State University, Tim leverages his analytical skills and broad industry knowledge to develop personalized financial planning strategies. He specializes in retirement planning, investment management, risk management, tax planning, income tax return preparation, and estate coordination. For Tim, financial planning is more than numbers, it’s a long‑term partnership built on trust. “I talk about everything with my clients,” he explains. “We know each other well, and that trust is essential when making financial decisions.”
Beyond his work with clients, Tim is committed to strengthening his community. He serves on the Scouting America Minsi Trails Council Executive Board and Finance Committee, as well as the Finance Committee for the United Way of the Greater Lehigh Valley.
At home, Tim enjoys a busy family life with his wife Laurie, children Alexis and Blake, their dog, Duke, and cat, Chloe. A lifelong sports enthusiast and outdoor adventurer, he spends his free time bowling, golfing, fishing, mountain biking, paddleboarding, and coaching. He serves as Head Coach for the Nazareth boys’ basketball recreational league.
Looking ahead, Tim is dedicated to helping Valley National continue its legacy of trust, personal financial guidance, and community-focused service, values that have defined his career to foster better outcomes.
Professional Certifications*
- BS – Management and Marketing, Dean’s List –Pennsylvania State University, University Park, PA
- Certified Financial Planner® (CFP®)
- Investment Adviser Representative, Valley National Advisers, Inc.
- Registered Representative, Valley National Investments, Inc.
- Licensed Insurance Agent (PA, NJ, FL)
Affiliations* / Awards
- United Way of the Greater Lehigh Valley Finance Committee, Member, 2017 – Present
- Scouting America Minsi Trails Council Executive Board, Member, 2025 – Present
- Scouting America Minsi Trails Finance Committee, Member, 2023 – Present
- Slate Belt USBC Bowlers Association, Board Member
- USBC Certified Bronze Level Coach
- Penn State Alumni Association, Member
- Penn State Lehigh Valley Alumni Association, Member
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.