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.

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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 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 Douglas Aber

Douglas Aber

APMA

Financial Advisor

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

Christopher Mirandi

Financial Advisor

Associate Vice President
Visit Christopher Mirandi'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 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

Vasundhara Garg

Vasundhara Garg

Client Service Associate

Qualifications

  • MBA (Finance and International Business)
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Jennifer Yousaf Bankar

Jennifer Yousaf Bankar

Client Service Associate

Kristin Maher, CRPC®

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.
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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.
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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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Tracey Landry

Tracey Landry

Registered Client Service Associate

Donna Huber

Donna Huber

Client Service Associate

Amandeep Kaur Pandher

Amandeep Kaur Pandher

Client Service Associate