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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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Rodman D. Young, CPA/PFS, CFP®
Senior Vice President
Rod leads a team, focusing on compensation and benefit planning for corporate leaders, as well as investment advisement, survivorship planning and personal income tax...
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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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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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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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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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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...
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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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William Henderson
Chief Investment Officer
Bill is Chief Investment Officer at Valley National Financial Advisors. He joined the team with more than 30 years of experience, including 26 years...
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Donna Young
Vice President, Client Services
Ashley Santiago, MSHRM, SHRM-CP
Vice President, HR & Organizational Development
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Ildebrando E. Cruz
Assistant Vice President, Trading & Operations
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional...
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Robert Ziobro
Assistant Vice President, IT
Amanda Pugliese, CPA
Director of Tax Services
Jonathan Ritter, CFP®, CPA
Senior Financial Planning Specialist
Simone Sanvito, CPA
Senior Associate
Jackie Gerstung
Client Service Manager
Almus Jackson
Relationship Manager
Joanne Kurtz
Executive Administrative Assistant
Stefany Allen
Executive Administrative Assistant
Debra Almack, CPA
Corporate Controller
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Jonathan Susser
Investment Associate
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional...
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Tim Richmond, CPA
Senior Tax Accountant
Avani Dattani, MPAcc
Senior Tax Accountant
Dulce Cardinale
Administrative Assistant
Brenda Hashagen
Administrative Assistant
Caroline Kohler
Administrative Assistant, Tax Department
Chris Storck
Operations / Compliance Associate
Fatima Alba
Marketing & Communications Coordinator
Donna D’Imperio, EA
Client Relationship Manager / Tax Specialist
Kelly Vroom
Administrative Assistant
Sue Wallace
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.