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Donna Young
Vice President, Client Services
Ashley Santiago, MSHRM, SHRM-CP
Vice President, HR & Organizational Development
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
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.