Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Small Business
  • Sustainable and Responsible Investing
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Charitable Giving

Awards & recognition

  • Siena Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Siena Wealth Advisory Group, Ameriprise Client Experience Award, 2020, 2021
  • Brian White, Forbes Best-in-State Wealth Advisors, 2021-2023
  • Matthew Mandell, Forbes Best-in-State Wealth Advisors, 2021-2023
  • Brian White, Forbes Top Next-Generation Wealth Advisors, 2018, 2021
  • Matthew Mandell, AdvisorHub Advisors to Watch (over $1Bil), 2022
  • Matthew Mandell, Forbes Top Next-Generation Wealth Advisors , 2018, 2021
  • Alanna M Morey, Ameriprise Circle of Success, 2021
  • Matthew Mandell, Ameriprise Circle of Success , 2021
  • Brian White, Ameriprise Circle of Success, 2021

Community participation