The Team
Siena Wealth Advisory Group

Our Advisors

Joseph S De Sena

Joseph S De Sena

Private Wealth Advisor

More about me...

Contact

joseph.s.desena@ampf.com

631.390.8450

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

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
Kay Billings

Kay Billings

Client Service Associate
Kristen Maher

Kristen Maher

Registered Client Service Associate
Financial Planning Specialist
Yuki Christman

Yuki Christman

Registered Client Service Associate