Advisors and Team

VNFA clients can count on their service team led by their personal Financial Advisor to help them navigate their complex financial lives.

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Thomas M. Riddle, CPA, CFP®

Founder & Chairman

Tom is a Certified Public Accountant (CPA) and Certified Financial Planner® professional, and the Founder & Chairman of Valley National Group. Tom has more...

Matthew E. Petrozelli

Chief Executive Officer

Matthew “Matt” Petrozelli is Chief Executive Officer (CEO) of Valley National Financial Advisors, overseeing the company’s operations and executive leadership. Prior to becoming CEO...

Laurie A. Siebert, CPA, CFP®, AEP®

Senior Vice President

Laurie Siebert is a Certified Public Accountant, Certified Financial Planner® professional, Accredited Estate Planner, Registered Representative, Independent Adviser Representative, and Senior Vice President of...

Frank J. Stettner, CPA, CFP®

Senior Vice President

With extensive experience in accounting, tax preparation, and financialplanning, Frank has built a reputation of simplifying complex financialmatters and providing peace of mind to...

Timothy G. Roof, CFP®

Vice President

Timothy “Tim” Roof is a Vice President and Financial Advisor at Valley National, where he has spent more than 20 years helping individuals and...

Joseph F. Goldfeder, CFP®

Vice President

Joseph “Joe” Goldfeder, Vice President and Financial Planner, has been a trusted guide for clients navigating the complexities of financial planning for the past...

Ryan Mulhearn, CIMA®

Vice President

Ryan Mulhearn is at the forefront of our wealth management strategies, serving as Vice President and Financial Advisor. When he joined VNFA in 2017,...

Michael Warch

Vice President

Michael “Mike” Warch is a vital part of the team, serving on the senior leadership as Vice President / Financial Planner. Mike joined Valley...

Michael W. Roper, CPA

Assistant Vice President

Michael “Mike” W. Roper brings a wealth of experience and expertise to his role as Assistant Vice President. With 25 years of industry experience,...

Ingrid Holder

Assistant Vice President

Ingrid Holder earned her Master of Business Administration from Thomas Edison State University, with a concentration in finance and a minor in accounting. She...

Donna Young

Vice President, Client Services

Donna M. Young is a cornerstone of VNFA as the Designated Principal and Vice President of Client Services with over 37 years of service....

Ashley Santiago, MSHRM, SHRM-CP

Vice President, HR & Organizational Development

Ashley Santiago serves as Vice President of Human Resources & Organizational Development at Valley National Financial Advisors and is a member of the firm’s...

Jackie Gerstung

Director of Operations

Jackie Gerstung brings a dedication to excellence to her role as Director of Operations. Since joining the team in 2022, she has been pivotal...

William Henderson

Chief Investment Officer

With over 38 years of experience in investments and portfolio management, William “Bill” Allen Henderson, Jr. is a source of expertise and leadership at...

Chris Holland

Director, Research & Investments

Chris Holland is the Director of Research & Investments at VNFA and has been with the team since 2024. With a strong educational foundation,...

Ildebrando E. Cruz

Assistant Vice President, Trading & Operations

Leading the trading and operations division, Ildebrando E. Cruz has brought a wealth of knowledge and proficiency to Team VNFA for over the past...

Robert Ziobro

Vice President, IT

Chris Storck

Back Office Manager

Amanda Pugliese, CPA

Director of Tax Services

Tim Richmond, CPA

Senior Tax Accountant & AI Specialist

Brandon Nemeth

Tax Accountant

Brandon Nemeth is a member of the Tax Department as a Tax Accountant, who joined the team in November 2025. Prior to VNFA, Brandon...

Caroline Kohler

Administrative Assistant, Tax Department

Caroline Kohler is an Administrative Assistant for the Tax Department and has been a dedicated member of Team VNFA for the past 24 years....

Stefany Allen

Executive Administrative Assistant

Stefany Allen is an integral part of team VNFA, serving as the Executive Administrative Assistant since 2018. She has been an essential member, thriving...

Dulce Cardinale

Administrative Assistant

Dulce M Cardinale has brought a warm, personable touch to her role as an Administrative Assistant since 2021. Her background in the financial industry...

Brenda Hashagen

Administrative Assistant

Brenda Hashgen has been a part of Team VNFA since 2021 as an Administrative Assistant. She is committed to simplifying financial complexities for our...

Donna D’Imperio, EA

Client Relationship Manager / Tax Specialist

With over 25 years of service at VNFA, Donna D’Imperio is a cornerstone of our client service team as a Client Relationship Manager. An...

Michele Maddaloni

Client Service Associate

Lauren Kelly

Front Office Coordinator

Lauren Kelly brings warmth and dedication to her role as Front Office Coordinator, where she has been an integral part of the team for...

Debra Almack, CPA

Corporate Controller

Debra “Deb” Almack is a seasoned financial professional, currently serving as Corporate Controller. For the past 4 years, Deb has been an integral part...

Lilian Rosario

Back Office Coordinator

Lilian “Lily” Rosario has been an integral part of the team as the Back Office Coordinator. Since 2025, bringing a unique blend of skills...

Austin Jones

Financial Technology Operations Associate

Austin Jones joined VNFA in 2024 as our Financial Technology Operations Associate, bringing with him a comprehensive background in logistics and data management. He...

Courtney Morstatt

Marketing & Communications Coordinator

Courtney Morstatt brings a blend of creativity and strategic insight to her role as Marketing & Communications Coordinator. Since joining in August 2025, she...

Sue Wallace

Office Assistant

Gianna Heron

Administrative Assistant

Lauri Kaulius

Office Assistant

*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: 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.

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