Home / Advisors and Team

Filter Advisors and Team By

Read More
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...
Read More
Read More
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...
Read More
Read More
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...
Read More
Read More
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...
Read More
Read More
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...
Read More
Read More
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...
Read More
Read More
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...
Read More
Read More
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...
Read More
Read More
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...
Read More
Read More
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...
Read More
Read More
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...
Read More

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license 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 VNA is engaged, or continues to be engaged, to provide investment advisory services.