The Team

Siena Wealth Advisory Group

Our Advisors

Joseph S De Sena

Joseph S De Sena

Private Wealth Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Adelphi University, MBA Finance, 1992, Baruch College, BBA HR Management, 1982
CA Insurance #0D93958

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Matthew Mandell

Matthew Mandell

Private Wealth Advisor

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Designations

CFP®, CRPC®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

Bachelors of Finance, Pennsylvania State University
CA Insurance #0L09130

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Brian White

Brian White

Private Wealth Advisor

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Designations

CFP®, CRPC®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

BS, Business Finance, Adelphi University, Garden City, NY
CA Insurance #0L06710

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Eric Penna

Eric Penna

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Family Finances
  • Investments

Education

Bachelor of Science in Financial Planning, Purdue University 2010

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Douglas Aber

Douglas Aber

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies

Education

Bachelor of Science in Business Administration, University of Hartford, 1993

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Christopher Mirandi

Christopher Mirandi

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

Education

University at Buffalo, BS, 2014

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Our Staff

Alanna M. Morey

Alanna M. Morey

Registered Client Service Associate

Practice Manager
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Qualifications

  • Joined us in May 2011- Director of Marketing
  • Graduated from Hofstra University with a Bachelor of Business Administration in Marketing
  • Recently relocated to Long Island from Rochester, NY so she could be a member of our team!
  • Interests: reading, traveling, relaxing on the beach, trying new things
Yuki Christman, LUTCF<sup>®</sup>, RFC<sup>®</sup>

Yuki Christman, LUTCF®, RFC®

Registered Client Service Associate

Practice Manager
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Qualifications

  • Yukiko joined Ameriprise in 2010 and handles trading, event planning, insurance and operations support.
  • Born and raised in Japan, Yukiko was educated in Switzerland, Germany and the United Kingdom, and she is fluent in Japanese, English, French, German and Swiss German.
  • She earned her bachelor’s degree in finance at Westminster University and lives in Huntington.
Kay Billings

Kay Billings

Client Service Associate

Client Relationship Specialist
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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.
Kristin Maher, CRPC<sup>®</sup>

Kristin Maher, CRPC®

Registered Client Service Associate

Financial Planning Specialist
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Qualifications

  • Kristin began her financial services career with Ameriprise Financial in 2004.
  • She transitioned into her current role after having her own financial advisory practice within Ameriprise.
  • Kristin received her bachelor’s degree from Fairfield University, has a Master of Social Work degree from SUNY Stony Brook, and is a designated Chartered Retirement Planning Counselor®.
  • Kristin is an avid New York Mets fan and enjoys travel.