In observance of the Memorial Day holiday our offices will be closed on Monday, September 6.

Happy Birthday to #TeamVNFA! In August 1985 Tom Riddle established the firm and laid out his mission to help clients make the right financial choices in pursuit of their lifelong goals and dreams. So, we are celebrating 36 years of one-stop financial planning and wealth management based right here in the Lehigh Valley.

VNFA Riders are “gearing” up for Community Bike Works Virtual Spin-a-Thon 2021. Our team is assembling and beginning our fundraising efforts in support of local bike mentoring programs. This year’s virtual Spin-a-Thon will take place from September 18 to October 3. Learn more at Community Bike Works Virtual Spin-a-thon 2021 (pledgereg.com) and support our team at PledgeReg – Fundraising Team.

Welcome Amanda Schneck to Team VNFA!

We are pleased to welcome Amanda Schneck to our team as Front Office Coordinator for our Bethlehem headquarters. Amanda will be taking over the responsibilities for Caroline Kohler who has been promoted to Administrative Assistant for our Tax Department. Amanda has more than 10 year of experience in client service, and she is eager to get to know our clients. We look forward to introducing her to you as she learns from and takes over for Caroline as front office reception, answering your phone calls, and general office coordination.

Team VNFA is pleased to celebrate Ryan Mulhearn, CIMA® being recognized as one of the Lehigh Valley Business 2021 Forty Under 40. We look forward to the virtual event on September 28. Forty Under 40 Awards – LVB

We Are Hiring

Team VNFA is seeking a full-time Back Office Associate to join our operations team in Bethlehem.

Back Office Associate at Valley National Group Inc (easyapply.co)

LV Business Reader Rankings voting is open now through July 25. Valley National Financial Advisors is nominated as a top Wealth Management firm under Finance/Investments & Insurance. You can cast one vote per category every day. VOTE AT LVB.COM

Welcome Debra Almack to Team VNFA!

We are pleased to welcome Debra Almack, CPA, to our team as a Senior Accountant. Debra has been a Certified Public Accountant for almost 30 years, and she has a breadth of experience in tax and corporate accounting. She will work with our Chief Financial Officer as part of the internal finance and accounting team based in our Bethlehem headquarters.

In case you missed it, our team won second place in the Volunteer Challenge for the digital library we created for Big Brothers Big Sisters Lehigh Valley. Volunteer Center of the Lehigh Valley created a video compilation about all the 2021 projects completed for local nonprofits. Watch it here: Volunteer Center of Lehigh Valley | Volunteer Challenge (volunteerlv.org)

Welcome Back! We are emerging stronger and our offices are reopening. All our office spaces are now available for in-person meetings. Masks are no longer required for fully vaccinated individuals in our offices. Appointments to visit the office are no longer required, but contactless arrangements are still available.

As we all navigate our new normal, we will continue to follow CDC guidance and respect personal safety and preferences. If you wish for our team to wear masks on a visit to our offices, just ask. We ask in return that you reschedule your appointment if you or anyone in your household is not feeling well in any way. We will continue to maintain safe social distances whenever possible in shared spaces and follow rigorous cleaning protocols.

If you have any questions about our current practices or policies, please do not hesitate to ask. We are thrilled to be taking this first step with you. Let’s emerge stronger together!