Michael “Mike” W. Roper brings a wealth of experience and expertise to his role as Assistant Vice President. With 25 years of industry experience, Mike leads Zurilla Financial Services (one of the Valley National Group of companies) in Johnstown, PA and has been a part of Team VNFA since 2011. As a Certified Public Accountant, Mike typically focuses on tax and retirement planning, in addition to helping clients with their overall financial plans, including estate planning and investment advice.
Mike holds a Bachelor of Science in Accounting from Saint Francis University, where he learned the invaluable lesson that persistence pays off, a principle he carries into his professional endeavors. 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 they wanted it to be better for me than it was for them. I want it to be better for my children, and I think other people want that too.”
Outside of the office, Mike is heavily involved in the community. He is married to his wife, Cindy, who inspires him every day, because for every twist and turn she faces, she always puts others ahead of herself. They share three children, one grandchild, and a dog named Kairo. “My life revolves around my children,” says Mike. He enjoys gardening, listening to music, and cheering on Pittsburgh’s sports teams.
Mike is a member of both the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. His leadership is evident from his past presidency at the Estate Planning Council of Cambria/Somerset Counties, as well as his service on the Board of Directors for Lee Initiatives, Inc. and Walnut Management Corporation.
Professional Certifications*
- B.A. — Accounting, cum laude — St. Francis University, Loretto, PA
- Certified Public Accountant (CPA)
- Investment Adviser Representative Valley National Advisers, Inc.
Affiliations* / Awards
- American Institute of CPAs, Member
- Pennsylvania Institute of CPAs, Member
- Lee Initiatives, Inc. and Walnut Management Corporation, Director
- Estate Planning Council of Cambria and Somerset Counties, Past President
*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.