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

Katie Coleman

Katie Coleman

Financial Advisor

More about me...

Contact

mary.k.coleman@ampf.com

631.390.8450

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

University of Georgia, Terry College of Business- BBA, 2002
CA Insurance #0M30922

VISIT MY WEBSITE

Our Staff

Alanna M. Morey

Alanna M. Morey

Marketing Manager
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
Alex Brouwer

Alex Brouwer

Client Relationship Manager
Amanda Exler

Amanda Exler

Paraplanner
Client Service Specialist
More about me...

Contact

amanda.exler@ampf.com

631.390.8450

Qualifications

  • Graduated from Providence College in May 2015 with a Bachelor of Arts in Political Science and a Business Studies Certificate
  • Born and raised on Long Island
  • Interests: Travels, Sports and Family
Elizabeth Chung

Elizabeth Chung

Client Service Specialist
More about me...

Contact

elizabeth.chung@ampf.com

631.390.8450

Qualifications

  • Joined us in December 2016 – Client Service Specialist.
  • Attends SUNY Farmingdale.
  • Big animal lover; has one Pug/Jack Russell and two cats.
  • Interests: sci-fi movies, baking desserts and video games.

Michael Kavanagh

Client Service Specialist