October 2019 – We are pleased to announce the promotion of Jessica Goedtel, CFP® to the position of Assistant Vice President / Financial Advisor.
Jessica has been part of our team since 2016 helping clients with comprehensive financial planning, including tax, insurance and corporate benefits. She joined VNFA with several years of experience in the financial services industry and has continued to develop her skills through our firm’s Entry Level Professional (ELP) program. The ELP program is specifically designed to prepare the next generation of financial advisors at VNFA with key skills and knowledge.
“Jessica received her Certified Financial PlannerTM Professional designation in 2018 and has completed all levels of our firm’s ELP development standards,” says CEO Matthew Petrozelli. “She has been and will continue to be a valuable part of our professional advisory team in this new capacity as a full-time financial advisor.”
Jessica can be reached at firstname.lastname@example.org or 610-868-9000 x127.