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 Frank Gambino

Frank Gambino

CFP®

Private Wealth Advisor

Vice President
Visit Frank Gambino's website
Advisor photo for Kevin Considine

Kevin Considine

CRPC

Financial Advisor

Vice President
Visit Kevin Considine's website


Team

Kay Billings

Kay Billings

Client Service Associate,

Practice Manager

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

Vasundhara Garg

Vasundhara Garg

Client Service Associate

Donna Huber

Donna Huber

Client Service Associate

Tracey Landry

Tracey Landry

Registered Client Service Associate

Amandeep Kaur Pandher

Amandeep Kaur Pandher

Client Service Associate