Advisors & Team

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 in 2018, Matt was Executive Vice President and Chief Operating Officer for Valley National for six years.

Our clients can go to bed at night knowing
their financial needs are taken care of
by someone they can trust.

In addition to leading the company, Matt is in close contact with Financial Advisors and staff to ensure they have the tools and technology to enrich each client’s experience. Matt also works on matching new clients to the right advisor and is always willing to meet with clients to hear their perspective on the Valley National experience. As the CEO Matt is devoted to bringing in top-notch people as advisors and support staff to serve clients. “Having a business model that focuses directly on the advisors and their clients is key to our firm’s long term strategic planning.” Our clients can go to bed at night knowing their financial needs are taken care of by someone they can trust.

Matt is a contributing member of the Forbes Finance Council, a 2018 InvestmentNews 40 Under 40 honoree, and a graduate of the Charles Schwab Executive Management Program – a prestigious national program for industry leading executives.

Locally, he is also a recipient of the 2015 Lehigh Valley Business Forty under 40 award.  Matt currently serves on the Victory House of the LV’s Board of Directors and is a founding advisory board member of the Center for Financial Services at Lehigh University. He is also a graduate of Leadership Lehigh Valley, which focuses business leaders on the needs of the community.

Matt lives in Hellertown with his wife and two young children. He is a graduate of Lehigh University and, even though he did not grow up here, he returned to the Lehigh Valley with the intention of raising a family here and being very involved in the community. Matt is passionate about keeping Valley National Financial Advisors as a local and independent firm for generations to come.

Matt has the unique perspective to be able to match you with the right professional at Valley National Financial Advisors based on your specific needs. A meeting to determine your needs is available at no charge.

*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 Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.

*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services

*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.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent.  Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.

**Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations,  nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the  investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.  ANY QUESTIONS: Valley National Advisers Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. Please Also Note: Certain Awards/Rankings are of a prior date. During subsequent years, Valley National Advisers, Inc. (or the referenced professional) either didn’t apply or did apply but was not selected (see corresponding selection criteria/methodology).
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