We want to hear from you!
Our team is preparing for tax preparation season, and diving into conversations about related tax planning. As part of our commitment to our clients and our community, we want to provide information and ideas that are useful and interesting to you. So, let us know what topics or questions you would like our professional team to address in articles or video over the coming months. Contact us with your ideas.
In the Community
Our team supports programming through the Volunteer Center of the Lehigh Valley. Last week, our CEO was Honorary Chair for the Spirit of Volunteerism celebration, recognizing companies, organizations and individuals for their community impact.
are collecting shoe boxes and gifts for children across the region to receive
Holiday Hope Chests. Described as “happiness in a shoe box,” these small gifts
are often the only present many children receive. This year, nonprofits are
requesting more than 10,000 boxes. That means there are 10,000 children who are
humble contribution usually amounts to somewhere between 20 and 30 boxes. But
every box makes a difference. If you are so inclined, please look for the
collection box in our front lobby where you can drop off items to help us do
more. Visit volunteerlv.org to see the list of nonprofits requesting shoeboxes
and the suggested gift list.
offices will be closed until noon on Friday, November 1 for our annual compliance and security training. A client service
representative will be available to assist you in the afternoon, and your
advisory teams will be checking e-mail and voicemail periodically throughout
We are pleased to announce the promotion of Jessica
Goedtel, CFP® to the position of Assistant Vice President /
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
developed 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.
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
Jessica can be reached at email@example.com
or 610-868-9000 x127. Get to know
October 2019 –
Valley National Financial Advisors welcomes Jonathan Ritter, CFP®
, CPA as Financial Planning Associate. Jon is a Certified Financial PlannerTM
Professional and a Certified Public Accountant with more than 10 years of experience.
Meet the Team
Stefany Allen, Administrative Assistant
Year at VNFA: 1 ½
“The thing I enjoy most about my job at Valley National is taking care of our clients and getting to know them.”
About Stefany: I live in Bethlehem with my husband, Nick, and dog, Cooper. We both enjoy time with family/friends. We have three nieces and three nephews who we adore and see as much as possible. We support our military – my husband is a disabled veteran who is still enlisted in the Army Reserve.
Fun Fact: Fall is my favorite time of year!
Interests/Hobbies: During the week, after work, I like to keep busy
cooking and going to the gym. I enjoy trying new recipes for dinner. I love
watching college football and I am a huge Notre Dame fan. I also enjoy the
beach, especially travelling to the Caribbean.
Our CEO dropped by the WDIY studio yesterday to discuss VNFA’s partnership with the station during the upcoming fall membership drive.
Our team will once again expand each donation in support of public radio to include funding for meals through Second Harvest Food Bank. Last year, VNFA’s contribution on behalf of WDIY listeners provided 12,865 meals thanks to this unique partnership.
The recorded interview with Matt Petrozelli and Jessica Dokachev from Second Harvest will air during the pledge drive beginning on October 14.
Our team celebrated our VP of Finance & Tax Services last week as she was honored as the Rising Star at the Lehigh Valley Business CFO of the Year Awards. Elizabeth Wilson, CPA was recognized along with seven other financial professionals from non-profit and for-profit businesses at a breakfast ceremony Sept. 11.
READ MORE about the awards and event at lvb.com.
Our team, led by our CEO as Honorary Chair, is pleased to support the Volunteer
Center of the Lehigh Valley Spirit of Volunteerism Awards.
Save the Date!
Labor Day Holiday Closure
Our offices will be closed on Monday next week – September 2 – in observance of the Labor Day holiday.