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!
Nominate. Donate.
https://www.volunteerlv.org/spirit-of-volunteerism
Labor Day Holiday Closure
Our offices will be closed on Monday next week – September 2 – in observance of the Labor Day holiday.
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
We’re Hiring!
Our team is seeking an experienced full-time Financial Planner to work with our ExecutiveEdgeTM Financial Advisors. This non-administrative position requires an understanding of executive benefits to support our high-profile corporate client relationships.
READ MORE / APPLY ONLINE
Our Associate Financial Advisor Jessica Goedtel, CFP was interviewed by CNBC for an article about balancing student loan debt and retirement savings. READ MORE
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
AWARD SPOTLIGHT
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