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 emphasizes the importance of planning ahead of time with family and loved ones. -
On this episode of Your Financial Choices, Laurie Siebert breaks down the different types of retirement accounts and their different benefits. -
On this episode of Your Financial Choices, Laurie Siebert welcomes Eric Strauss of Gross McGinley Law Offices to highlight the value of a strong estate plan. -
On this episode of Your Financial Choices, Laurie Siebert shares a list of random thoughts that are important for listeners to know. -
On this episode of Your Financial Choices, Laurie Siebert sits down with Rob Ziobro of Valley National Financial Advisors to share tips on keeping your digital accounts secure. -
On this episode of Your Financial Choices, Laurie Siebert sits down with Bill Henderson of Valley National Financial Advisors to look at this year's markets. -
On this episode of Your Financial Choices, Laurie Siebert explains how all the elements of your life impact your financial planning, and answers listener questions. -
On this episode of Your Financial Choices, Laurie Siebert talks about forming and pursuing your financial goals, and answers listener questions.
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On this episode of Your Financial Choices, Laurie Siebert talks about the benefits of labor, from the obvious to the fringe benefits.
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On this episode of Your Financial Choices, Laurie Siebert explores the options for healthcare sharing plans and how they can benefit you.
