Advisors & Team

Tom is a Certified Public Accountant (CPA) and Certified Financial Planner^TM professional, and the Founder & Chairman of Valley National Group. He holds a BA from Lafayette College in Mathematics and Economics and holds an MBA degree from Lehigh University. Tom received the Alexander E. Loeb Gold Medal award for the highest score on the CPA exam in Pennsylvania in 1977. He is a member of the Financial Planning Association and is past President and chairman of the NE Pennsylvania Society of Certified Financial Planners.

The ultimate goal is to make clients’ lives as convenient as possible.

Tom has more than 35 years of financial experience including serving as Bank Examiner for the US Treasury Department, Senior Accountant at KPMG, Corporate Controller of Johnson March Corporation, VP Finance of Hospital Central Services, and as founder and President of Valley National Group (1985).

When Tom started Valley National Financial Advisors in 1985 his mission was to build a one-stop business to handle as many of his clients problems and give them advice in as many areas as possible. Today, with the processes and people in place for the very long term, Tom’s time has shifted away from administrating and more on maintaining close contact with his clients. “I really, really like what I’m doing and I don’t have any plans to retire,” he says.

Tom is a self-proclaimed “City of Bethlehem Fan” and he believes strongly in keeping his company’s roots firmly planted here in the Lehigh Valley. “Bethlehem is destined to become one of the best cities to live in the U.S.” Tom first came to the area from Western Pennsylvania to play football for Lafayette College. After graduating, Tom went on to earn an MBA from Lehigh University and shortly after received the highest score in the state of Pennsylvania on his CPA exam.

“Each client is unique so I can’t focus exclusively on any area,” he says when asked about Valley National Financial Advisors suite of services. “We have to be able to address all those questions – everything from questions about inflation to how to purchase a car to inheritance questions. Clients can depend on their advisor not a referral to someone else.”

*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).
LVB Honoree
Linny Awards