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Valley National NOTES

May 2, 2016 | Weekly Commentary

One of the best personnel moves Valley National ever made was to recruit Laurie Siebert over 16 years ago.  Prior to joining Laurie had obtained her Certified Public Accountant designation, and was working for a local law firm.  Valley National was seeking a caring professional with income tax knowledge, great communications ability, and the desire for more knowledge.  It was a great match.  Once on board with Valley National, Laurie obtained her Certified Financial Planner and Accredited Estate Planner designations and hosted her own weekly radio program, “Your Financial Choices”.  In all facets, Laurie uses her own knowledge to help others by educating and providing guidance to Valley National’s clients.

And, Laurie has been active in the financial planning industry by currently serving as President of the Estate Planning Council of the Lehigh Valley and as the Personal Financial Planning coordinator for the PICPA’s CPA Journal.

Laurie has been generous with her time outside the office, too.  In addition to raising 3 children with her husband Carl, Laurie serves on the Leadership Team for the American Heart Association Go Red for Women Lehigh Valley, as a cabinet member of the Women’s Leadership Council of United Way of the Greater Lehigh Valley, and the organizing committee for TEDx Lehigh River.

Organizations are noticing:  BW NICE Lehigh Valley Chapter recently honored Laurie as its 2016 Businesswoman of the Year.  “BW NICE” stands for Business Women Networking Involving Charity & Education.  It brings women together to gain meaningful business connections, learn new ways to succeed and foster an empowering environment.  For details on BW NICE, click www.bwnice.org