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.
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On this episode of Your Financial Choices, Laurie Siebert discusses various major life events that may require more in depth financial planning. -
On this episode of Your Financial Choices, Laurie Siebert talks about navigating retirement accounts and understanding their features, and answers listener questions. -
On this episode of Your Financial Choices, Laurie Siebert talks taxes, and answers listener questions. -
On this episode of Your Financial Choices, Laurie Siebert looks at the importance of setting financial goals for yourself, and answers listener questions. -
On this episode of Your Financial Choices, Laurie Siebert welcomes Ryan Mulhearn, CIMA, to talk about his path into financial advising and planning. -
On this episode of Your Financial Choices, Laurie Siebert looks at the basic elements of financial decisions, and answers listener questions.
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On this episode of Your Financial Choices, Laurie Siebert takes a look at the year's first quarter results with Bill Henderson, CIO of Valley National Financial Advisors. -
On this episode of Your Financial Choices, Laurie Siebert stresses the value of charitable giving, and answers listener questions.
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On this episode of Your Financial Choices, Laurie Siebert talks about the major life step that is switching jobs, and answers listener questions.
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On this episode of Your Financial Choices, Laurie Siebert looks at some unusual tax situations listeners may encounter this season, and answers listener questions.
