Laurie Siebert is a certified public accountant, Certified Financial Planner™ professional, Accredited Estate Planner®, registered representative and senior vice president for Valley National Financial Advisors.
Every Wednesday evening, Laurie serves as host of Your Financial Choices: Conversational Radio for Your Financial Life on WDIY FM, Lehigh Valley Community Public Radio (a local NPR member station). Laurie also contributes a weekly business column for The Morning Call's Business Cycle, “Financial Health with Laurie Siebert.” Additionally, she hosts educational seminars on Financial Planning, Estate Planning and Federal Estate Tax.
Laurie is on the Leadership Team for the American Heart Association Go Red for Women Lehigh Valley, acts as Treasurer for Women United (formerly Women's Leadership Council of the United Way of the Greater Lehigh Valley) and sits on the Organizing Committee for TEDx Lehigh River.
Laurie was honored as a Lehigh Valley Business 2014 Woman of Influence and voted as the BW NICE Lehigh Valley Chapter 2016 Businesswoman of the Year.
After 30 years, Laurie says the fun part is getting to know people. “I put all my emotions into my work. I make an investment in people. It is important for me to be part of people's lives.”
Jaclyn Cornelius is a Certified Financial Planner™ professional, enrolled agent, registered representative, investment adviser representative, licensed insurance agent and assistant vice president for Valley National Financial Advisors.
In addition to her individual clients, Jackie works as part of Valley National's ExecutiveEdge™ team. She works with corporate leaders to offer clarity and understanding about their benefit options and how those important choices can play a role in their personal financial planning. She also helps by assisting with tax planning and education for those clients' descendants.
Jackie is a 2016 graduate of Leadership Lehigh Valley. She is also a board member for Northeast Ministries in Bethlehem, and regularly volunteers in the Nazareth community where she lives.
After more than 15 years, Jackie is still excited about always increasing her knowledge and experience to be a qualified resource for clients. As a mother of three, she understands the demands of work-life balance and can relate to the challenges and questions that many families face. “I help people understand their financial options and choices,” she says. “I want to be a resource for them to help make good decisions.”
Securities offered through Valley National Investments, Inc .—an independent broker/dealer and member FINRA and SIPC. Valley National Advisers, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission.
1655 Valley Center Pkwy. Suite 100, Bethlehem | 610.868.9000 | valleynationalgroup.com
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.
