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.

With more than 125 years of combined experience, the advisors of Siena Wealth Advisory Group have an extensive background in investments, financial planning, wealth accumulation, insurance, tax planning strategies, retirement planning, and estate and legacy planning strategies for you, your family and your business. We expect to be in business for generations, so we can be there for you and your family through your working years and retirement.

Our goal is to provide you with the confidence to navigate the "new-normal" economy successfully and prepare you for life's challenges. We advise our clients on their financial planning needs for issues that matter most, while adhering to high standards of ethics and integrity.

We focus on delivering personal, high-quality advice throughout the financial planning process. With a comprehensive and customized approach, we strive to help you feel more prepared for your future.

At Siena Wealth Advisory Group it's not just financial planning, it's personal.


Our advisors

Advisor photo for Joseph S De Sena

Joseph S De Sena

CFP®, MBA

Private Wealth Advisor

Managing Director
Learn more about Joseph S De Sena Visit Joseph S De Sena's website
Advisor photo for Matthew Mandell

Matthew Mandell

CFP®

Private Wealth Advisor

Managing Director
Learn more about Matthew Mandell Visit Matthew Mandell's website
Advisor photo for Brian White

Brian White

CFP®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Brian White Visit Brian White's website
Advisor photo for Christopher Mirandi

Christopher Mirandi

Financial Advisor

Associate Vice President
Learn more about Christopher Mirandi Visit Christopher Mirandi's website
Advisor photo for Douglas Aber

Douglas Aber

APMA

Financial Advisor

Vice President
Learn more about Douglas Aber Visit Douglas Aber's website
Advisor photo for Eric Penna

Eric Penna

BFA, APMA, CRPC, AWMA℠

Associate Manager ACD

Private Wealth Advisor
Learn more about Eric Penna Visit Eric Penna's website
Advisor photo for Alanna M Morey

Alanna M Morey

CFP®

Private Wealth Advisor

Managing Director
Learn more about Alanna M Morey Visit Alanna M Morey's website
Advisor photo for Amy Boyle

Amy Boyle

APMA

Financial Advisor

Vice President
Learn more about Amy Boyle Visit Amy Boyle's website
Advisor photo for Frank Gambino

Frank Gambino

CFP®

Private Wealth Advisor

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

Kevin Considine

CRPC

Financial Advisor

Vice President
Learn more about Kevin Considine Visit Kevin Considine's website


Our 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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Vasundhara Garg

Vasundhara Garg

Client Service Associate

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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Jennifer Yousaf Bankar

Jennifer Yousaf Bankar

Client Service Associate

Tracey Landry

Tracey Landry

Registered Client Service Associate

Donna Huber

Donna Huber

Client Service Associate

Amandeep Kaur Pandher

Amandeep Kaur Pandher

Client Service Associate