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, Private Wealth Advisor serving the Melville, NY area - Ameriprise Advisors

Joseph S De Sena

CFP®, MBA

Private Wealth Advisor

Managing Director
Visit Joseph S De Sena's website
Matthew Mandell, Private Wealth Advisor serving the Melville, NY area - Ameriprise Advisors

Matthew Mandell

CFP®, CRPC, RICP®

Private Wealth Advisor

Managing Director
Visit Matthew Mandell's website
Brian White, Private Wealth Advisor serving the Melville, NY area - Ameriprise Advisors

Brian White

CFP®, CRPC, RICP®

Private Wealth Advisor

Retirement Income Certified Professional®
Visit Brian White's website
Eric Penna, Associate Manager ACD serving the Melville, NY area - Ameriprise Advisors

Eric Penna

BFA, CRPC, AWMA℠

Associate Manager ACD

Private Wealth Advisor
Visit Eric Penna's website
Douglas Aber, Financial Advisor serving the Melville, NY area - Ameriprise Advisors

Douglas Aber

APMA

Financial Advisor

Vice President
Visit Douglas Aber's website
Christopher Mirandi, Financial Advisor serving the Melville, NY area - Ameriprise Advisors

Christopher Mirandi

Financial Advisor

Associate Vice President
Visit Christopher Mirandi's website
Alanna M Morey, Private Wealth Advisor serving the Melville, NY area - Ameriprise Advisors

Alanna M Morey

CFP®, APMA

Private Wealth Advisor

Managing Director
Visit Alanna M Morey's website

Team

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.
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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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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.
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Mayank Bhatt

Mayank Bhatt

Client Service Associate

Helen Livoti

Helen Livoti

Client Service Associate