Siena Wealth Advisory Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Siena Wealth Advisory Group
Team photo for Siena Wealth Advisory Group

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Advisors

Advisor photo for Joseph S De Sena

Joseph S De Sena

CFP®, MBA

Private Wealth Advisor

Managing Director
Visit Joseph S De Sena's website
Advisor photo for Matthew Mandell

Matthew Mandell

CFP®

Private Wealth Advisor

Managing Director
Visit Matthew Mandell's website
Advisor photo for Alanna M Morey

Alanna M Morey

CFP®

Private Wealth Advisor

Managing Director
Visit Alanna M Morey's website
Advisor photo for Brian White

Brian White

CFP®, CRPC

Private Wealth Advisor

Managing Director
Visit Brian White's website
Advisor photo for Eric Penna

Eric Penna

BFA, APMA, CRPC, AWMA℠

Associate Manager ACD

Private Wealth Advisor
Visit Eric Penna's website
Advisor photo for Christopher Mirandi

Christopher Mirandi

Financial Advisor

Associate Vice President
Visit Christopher Mirandi's website
Advisor photo for Douglas Aber

Douglas Aber

APMA

Financial Advisor

Vice President
Visit Douglas Aber's website
Advisor photo for Amy Boyle

Amy Boyle

APMA

Financial Advisor

Vice President
Visit Amy Boyle's website
Advisor photo for Kevin Considine

Kevin Considine

CRPC

Financial Advisor

Vice President
Visit Kevin Considine's website
Advisor photo for Frank Gambino

Frank Gambino

CFP®

Private Wealth Advisor

Vice President
Visit Frank Gambino's website


Team

Jennifer Yousaf Bankar

Jennifer Yousaf Bankar

Client Service Associate

Vasundhara Garg

Vasundhara Garg

Client Service Associate

Qualifications

  • MBA (Finance and International Business)
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Kay Billings

Kay Billings

Client Service Associate,

Practice Manager

Qualifications

  • Kay has been with Ameriprise Financial since 2014 and has responsibilities in client services, calendar management and money movement.
  • Prior to joining Ameriprise, Kay worked for an independent financial planner, a high-net-worth life insurance agent and an estate planning attorney.
  • She lives in Farmingville and has eight adopted children and three grandchildren.
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Helen Livoti

Helen Livoti

Client Service Associate

Personal Intro

· Helen has been with Ameriprise Financialsince 2015. She earned her bachelor’s degree from St. John’s University and hasover 22 years of experience in the Financial Services industry.

· Prior to joining Ameriprise, she workedwith RBC Wealth Management and Benchmark Capital.

· Helen lives in Bethpage with her husband, Ben, and their two children, Kaitlin and Robert.

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Donna Huber

Donna Huber

Client Service Associate

Tracey Landry

Tracey Landry

Registered Client Service Associate

Amandeep Kaur Pandher

Amandeep Kaur Pandher

Client Service Associate

Jennifer Yousaf Bankar

Jennifer Yousaf Bankar

Client Service Associate

Vasundhara Garg

Vasundhara Garg

Client Service Associate