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Matthew E. Petrozelli
Chief Executive Officer
Matt is Chief Executive Officer (CEO) of Valley National Financial Advisors, overseeing all of the company’s operations and executive leadership. prior to becoming CEO...
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Thomas M. Riddle, CPA, CFP®
Founder & Chairman
Tom is a Certified Public Accountant (CPA) and Certified Financial PlannerTM professional, and the Founder & Chairman of Valley National Group. He holds a BA...
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Laurie A. Siebert, CPA, CFP®, AEP®
Senior Vice President
Laurie is a Certified Public Accountant, Certified Financial PlannerTM professional, Accredited Estate Planner , Registered Representative, member of both the Financial Planning Association and PICPA,...
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Rodman D. Young, CPA/PFS, CFP®
Senior Vice President
Rod leads the ExecutiveEdge team, focusing on compensation and benefit planning for corporate leaders, as well as investment advisement, survivorship planning and personal income...
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Frank J. Stettner, CPA, CFP®
Senior Vice President
Frank has always been good with numbers. He started in accounting and bookkeeping more than 30 years ago, and  began working in tax preparation...
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Michael A. Ippoliti, MBA, CFP®
Vice President
Michael is a Certified Financial PlannerTM professional with over 30 years of experience in financial analysis and planning. He is a member of the...
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Jaclyn M. Cornelius, CFP®, EA
VICE PRESIDENT
Jackie is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., Registered Representative with Valley National Investments, Inc., and Licensed...
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Joseph F. Goldfeder, CFP®
Vice President
Joe is a Certified Financial PlannerTM and Financial Advisor with Valley National Financial Advisors. With more than a decade of experience in the financial services...
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Timothy G. Roof, CFP®
Vice President
Tim is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., and Registered Representative with Valley National Investments, Inc. He...
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Michael W. Roper, CPA
Assistant Vice President
Mike’s mission as an advisor is simple: help people with their financial goals. “When I was very young,” he says. “My parents always said...
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Jessica Goedtel, CFP®
Assistant Vice President
Jessica joined Valley National Financial Advisors in May 2016. As a Certified Financial PlannerTM Professional, she helps clients with comprehensive financial planning, including tax, insurance...
Judianne Harris
Chief Marketing Officer
Judianne is responsible for growth and impact of business strategy, vision and corporate direction around brand, marketing, CX/EX, and corporate social responsibility.
Elizabeth Wilson, CPA
Chief Financial Officer
Elizabeth is responsible for firm-wide financial operations as well as strategic and risk management, in addition to serving as Head of Tax Services.
Donna Young
Vice President, Client Services
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Ryan Mulhearn, CIMA®
Associate Financial Advisor
Ryan joined Valley National in 2017 with four years of industry experience in retirement planning, portfolio administration and client service. As a Certified Investment...
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Michael Warch
Associate Financial Advisor
Mike joined Valley National as a Senior Associate in 2018, with six years of experience working on financial advisory teams. In addition to his...
Joanne Kurtz
Executive Administrative Assistant
Amanda Pugliese, CPA
Senior Tax Manager
Lori Catanzaro
Senior Administrative Assistant
Christopher Popp, CPA, MST
Senior Tax Accountant
Stefany Allen
Senior Administrative Assistant
Jonathan Ritter, CFP®, CPA
Financial Planning Associate
Brando Cruz
Portfolio & Trading Associate
Eric Cedor
Senior Associate
Lorin Ross
Finance Associate
Ashley Santiago, SHRM-CP
Human Resources Director
Simone Sanvito
Associate
Mo Spolan
Investment Research Analyst
Chris Storck
Operations / Compliance Associate
Nicholas Wolfgang
Senior Associate
Caroline Kohler
Reception/Office Assistant
Robert Ziobro
Director of Technologies
Donna D’Imperio, EA
Client Relationship Manager / Tax Specialist
Sue Wallace
Office Assistant