Meet the Pros

Frank has always been good with numbers. He started in accounting and bookkeeping more than 30 years ago, and  began working in tax preparation and financial planning at Valley National Financial Advisors more than 23 years ago.

Jackie’s personal mission is to be a trusted resource for her clients while delivering financial guidance. Her goal is to make clients comfortable enough to feel like they can ask her anything.

Joe enjoys working with individuals and community organizations in the hopes that he will be able to provide them with meaningful strategies that build a foundation for success.

Laurie enjoys problem solving and interacting with people. She finds it most rewarding when she can explain complicated issues to people to help them through very sensitive times in their life, such as the loss of a loved one or a divorce.

Matt is Chief Executive Officers (CEO) of Valley National Financial Advisors, overseeing all of the company‘s operations and executive leadership.

Mike’s mission as an advisor is simple: help people with their financial goals. With 25 years of experience, Mike now leads Zurilla Financial Services (one of the Valley National Group of companies) in Johnstown, PA.

Rod leads the ExecutiveEdge team, focusing on compensation and benefit planning for corporate leaders, as well as investment advisement, survivorship planning and personal income tax planning.

When Tom started Valley National Financial Advisors in 1985 his mission was to build a one-stop business to handle as many of his clients problems and give them advice in as many areas as possible.

Tim loves working with people, and adding value to their lives. “I am open and honest about what you need,” says Tim. “I want to find out what’s going on and how we can get you in a better position.”