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.


Advisors

Joseph S De Sena

Joseph S De Sena

Private Wealth Advisor

Visit Joseph S De Sena's website
Matthew Mandell

Matthew Mandell

Private Wealth Advisor

Visit Matthew Mandell's website
Brian White

Brian White

Private Wealth Advisor

Visit Brian White's website
Eric Penna

Eric Penna

Financial Advisor

Visit Eric Penna's website
Douglas Aber

Douglas Aber

Financial Advisor

Visit Douglas Aber's website
Christopher Mirandi

Christopher Mirandi

Financial Advisor

Visit Christopher Mirandi's website

Team

Alanna M. Morey

Alanna M. Morey

Registered Client Service Associate,

Practice Manager

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
View more
Mackenzie Fluharty

Mackenzie Fluharty

Registered Client Service Associate

Qualifications

  • Joined us in April 2019
  • Mackenzie transitioned into her role after having her own Financial Advisory Practice as a Registered Investment Advisor.
  • Mackenzie graduated from the University of Central Florida and is an avid football fan – Go Knights!
View more
Yuki Christman, LUTCF<sup>®</sup>, RFC<sup>®</sup>

Yuki Christman, LUTCF®, RFC®

Registered Client Service Associate,

Practice Manager

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.
View more
Kay Billings

Kay Billings

Client Service Associate,

Client Relationship Specialist

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.
View more
Kristin Maher, CRPC<sup>®</sup>

Kristin Maher, CRPC®

Registered Client Service Associate,

Financial Planning Specialist

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.
View more