Laurie Siebert
Program HostLaurie is a Certified Public Accountant, Certified Financial Planner™ professional, Accredited Estate Planner, Registered Representative, Independent Adviser Representative, and Senior Vice President of Valley National Financial Advisors. Based in Pennsylvania’s Lehigh Valley, Laurie provides tailored, personal financial and tax planning services to individuals and families locally and throughout the United States. Clients and other professionals’ benefit from her strong estate planning background, including estate tax, gift tax, PA Inheritance tax, and fiduciary income tax preparation and planning. Laurie’s experience allows her to see missed tax planning opportunities in fiduciary work that others with less familiarity may miss.
At Valley National Financial Advisors, Laurie collaborates with a dedicated investment advisor to offer comprehensive wealth management services, integrating tax, financial, and investment planning. With her genuine care for clients, Laurie listens attentively to their concerns and tirelessly works to solve their problems, particularly during sensitive life events. After 30 years of experience in accounting and finance, Laurie finds joy in connecting with people, making investments in their lives, and building lasting relationships across multiple generations.
Laurie hosts Your Financial Choices every Wednesday at 6 PM on WDIY to educate listeners in improving their financial skills and making informed decisions. Additionally, she contributes articles to news publications, serves as a media resource, and formerly served on the editorial board for the PICPA’s CPA Journal as Personal Financial Planning Column coordinator. Committed to her fiduciary responsibility, Laurie stays updated on ever-changing laws and regulations through ongoing education.
Laurie previously served as President of Women United, an affiliate of the United Way of the Greater Lehigh Valley. She spent several years on the board of the Estate Planning Council of the Greater Lehigh Valley, including as Past President. Laurie resides in Orefield with her husband, loves spending time with her son and two daughters, and enjoys vacationing with her family at Lake Michigan.
-
On this episode of Your Financial Choices, Laurie Siebert explains what investing can look like in individual situations. Listener questions are also accepted. -
On this episode of Your Financial Choices, Laurie Siebert looks at considerations you may not be making in your planning process. Listener questions are also accepted. -
On this episode of Your Financial Choices, Laurie Siebert continues offering support to listeners as they work to file their taxes. Listener questions are also accepted. -
On this episode of Your Financial Choices, Laurie Siebert dives deeper into tax-related topics as tax season approaches. Listener questions are also accepted.
-
On this episode of Your Financial Choices, Laurie Siebert dives deeper into what the words and numbers on your tax return really mean. -
On this episode of Your Financial Choices, Laurie Siebert prepares listeners for tax season with tips to make the process simpler.
-
On this episode of Your Financial Choices, Laurie Siebert welcomes Tom Garrity of Compass Point family Business Consulting to talk about the "hows" and "whys" of succession planning. -
Laurie Siebert welcomes Bill Henderson and Chris Holland of Valley National Financial Advisors to discuss the recent and upcoming state of the markets. -
On this episode of Your Financial Choices, Laurie Siebert starts the new year off with a foundation of some of the helpful tips she gave last year.
-
On this episode of Your Financial Choices, Laurie Siebert wraps up her discussion on charitable giving and puts a bow on what we've learned this year.
