Meet the Team

Posted on January 21, 2020 by The Weekly Commentary

Donna D’Imperio, EA
Client Relationship Manager & Tax Preparation Specialist
Years at VNFA – 20 Years

“I always preach to our clients that they should ask any and all questions they have, because I do not want them walking out the door with any doubts in their head. If I don’t know the answer, I will get them an answer.”

About Donna: I work with Frank Stettner in the New Jersey office. My many roles involve tax preparation, customer service, meetings with clients, effectuating money and account transfers and daily management duties of the Phillipsburg office. I enjoy the challenge of helping people with transferring estates. The best part of my position is getting to know our valued clients on an intimate basis, and I look forward to our new relationships.

Interests/Hobbies: When not in the office, I am usually outside doing something or spending time with my grandchildren. I enjoy traveling and having new adventures with friends or new acquaintances.

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

Our one-stop service model includes: Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services, offered as a Trust Representative Office of National Advisors Trust Company, FSB – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders. Our services are provided by a team of objective professionals and managed by one contact person – your personal financial advisor.

Valley National Financial Advisors is proud home of the Lehigh Valley’s most CFP® – Certified Financial Planner Professionals^TM. Among other honors, Valley National has been voted Best Financial Planner in the Lehigh Valley seven times by the readers of Lehigh Valley Magazine, and ranked among FA Magazine’s Top RIAs and AdvisorOne’s Top Wealth Managers.

For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

Meet Our Team of Experienced, Highly Educated Professionals

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