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Donna Young
Vice President, Client Services
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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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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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Laurie A. Siebert, CPA, CFP®, AEP®
Senior Vice President
Laurie is a Certified Public Accountant, Certified Financial Planner™ professional, Accredited Estate Planner, Registered Representative, Independent Adviser Representative, and Senior Vice President of Valley...
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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...
William Henderson
Vice President, Head of Investments
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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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Ryan Mulhearn, CIMA®
Assistant Vice President
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
Assistant Vice President
Mike joined Valley National as a Senior Associate in 2018, with six years of experience working on financial advisory teams. In addition to his...
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.
Joanne Kurtz
Executive Administrative Assistant
Ashley Santiago, SHRM-CP
Assistant Vice President, HR
Robert Ziobro
Assistant Vice President, IT
Amanda Pugliese, CPA
Senior Tax Manager
Jonathan Ritter, CFP®, CPA
Financial Planning Associate
Christopher Popp, CPA, MST
Senior Tax Accountant
Eric Cedor
Senior Associate
Lori Catanzaro
Senior Administrative Assistant
Stefany Allen
Senior Administrative Assistant
Caroline Kohler
Reception/Office Assistant
Nicholas Wolfgang
Senior Associate
Simone Sanvito
Senior Associate
Brando Cruz
Portfolio & Trading Associate
Mo Spolan
Investment Research Analyst
Chris Storck
Operations / Compliance Associate
Lorin Ross
Finance Associate
Zaesha Boirard
Administrative Assistant, Tax Department
Tim Richmond, CPA
Tax Preparer
Donna D’Imperio, EA
Client Relationship Manager / Tax Specialist
Sue Wallace
Office Assistant