The Team
Siena Wealth Advisory Group

At Siena Wealth Advisory Group we are passionate about helping you protect yourself and your family from the unexpected. That is why we take the time to get to know each and every one of our clients. We believe it is our duty, obligation and responsibility to help guide you to a more confident retirement. After all, you only get one retirement. We'll help you plan to get it right.

At Siena Wealth Advisory Group it's not just financial planning, it's personal.

Our Advisors

Joseph S De Sena

Joseph S De Sena

Private Wealth Advisor

More about me...

Contact

joseph.s.desena@ampf.com

239.325.1874

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

More about me...

Contact

matthew.l.mandell@ampf.com

631.760.2264

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

More about me...

Contact

brian.x.white@ampf.com

631.760.2265

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

More about me...

Contact

ERIC.PENNA@ampf.com

212.681.0240

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

More about me...

Contact

Douglas.Aber@ampf.com

631.424.2482

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

More about me...

Contact

Christopher.Mirandi@ampf.com

631.424.2482

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
More about me...

Contact

alanna.m.morey@ampf.com

631.390.8450

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
More about me...

Contact

yukiko.o.christman@ampf.com

631.760.2269

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
More about me...

Contact

kay.billings@ampf.com

631.760.2294

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
More about me...

Contact

kristin.a.maher@ampf.com

631.424.2583

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.