Siena Wealth Advisory Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Joseph S De Sena

Joseph S De Sena

CFP®, MBA

Private Wealth Advisor

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

Matthew Mandell

CFP®, RICP®

Private Wealth Advisor

Managing Director
Visit Matthew Mandell's website
Brian White

Brian White

CFP®, CRPC®, RICP®

Private Wealth Advisor

Managing Director
Visit Brian White's website
Eric Penna

Eric Penna

BFA, APMA®, CRPC®

Associate Manager

Financial Advisor
Visit Eric Penna's website
Christopher Mirandi

Christopher Mirandi

APMA®

Financial Advisor

Visit Christopher Mirandi's website
Douglas Aber

Douglas Aber

Financial Advisor

Vice President
Visit Douglas Aber's website

Team

John Kelly

John Kelly

Registered Operations Leader