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Filter Advisors and Team By
Ashley Santiago, MSHRM, SHRM-CP
Vice President, HR & Organizational Development
Robert Ziobro
Assistant Vice President, IT
Amanda Pugliese, CPA
Director of Tax Services
Tim Richmond, CPA
Senior Tax Accountant
Avani Dattani, MPAcc
Senior Tax Accountant
Ingrid Holder
Relationship Manager
Debra Almack, CPA
Corporate Controller
Chris Storck
Operations / Compliance Associate
Fatima Alba
Marketing & Communications Coordinator
Austin Jones
Financial Technology Operations 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 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.