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

VNFA In The News

Our Head of Investments, Connor Darrell, CFA was included among the “Lehigh Valley experts” commenting on how investors can protect their investments during market volatility.

Connor’s advice: “Have an emergency reserve. We typically recommend keeping about six months of routine living expenses in a money market or savings account, even during times of prosperity. This can help to manage any disruptions to cash flow that may come about from a period of economic weakness.” READ THE FULL ARTICLE

Valley National News

Congratulations to 5 team members who have been promoted, in recognition of their hard work and contributions to our client-first culture.

Ryan Mulhearn, CIMA® and Michael Warch to Associate Financial Advisor, and Nico Wolfgang was promoted to Senior Associate. READ MORE

Elizabeth Wilson, CPA was promoted to Vice President, Finance & Tax Services, and Judianne Harris was promoted to Chief Marketing Officer. READ MORE

Elizabeth Wilson, CPA has been selected as the Rising Star Award recipient by Lehigh Valley Business as part of the 2019 CFO of the Year Awards. READ MORE

VNFA In The Commnity

Our VNFA team is “gearing up” for another Community Bike Works SPIN-A-THON fundraiser. Teams of 4-8 riders will raise a minimum of $1,000 and tag-team cycle for 3 hours at LVHN Fitness on September 28. Learn more about the cause and how to participate or lend support at Community Bike Works’ crowdrise web page.

VNFA is one of the nominees for the 2019 Lehigh Valley Business Reader Rankings Award in the category of Wealth Management. If you feel we are worthy, click here to vote. Plus, check out all the other worthy LV businesses in each category.


Our HR Director, Ashley Santiago has earned her SHRM-CP. This professional distinction, given by the Society of Human Resources Management, requires an existing level of education and experience, the completion of an intensive course and exam covering knowledge- and competency-based questions.