Siena Wealth Advisory Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


close

Team photo for Siena Wealth Advisory Group
Team photo for Siena Wealth Advisory Group

View Larger


Advisors

Amy Boyle

Financial Advisor

Vice President
Visit Amy Boyle's website

Matthew Mandell

CFP®, CRPC, RICP®

Private Wealth Advisor

Managing Director
Visit Matthew Mandell's website

Brian White

CFP®, CRPC, RICP®

Private Wealth Advisor

Managing Director
Visit Brian White's website

Christopher Mirandi

Financial Advisor

Associate Vice President
Visit Christopher Mirandi's website

Douglas Aber

APMA

Financial Advisor

Vice President
Visit Douglas Aber's website

Joseph S De Sena

CFP®, MBA

Private Wealth Advisor

Managing Director
Visit Joseph S De Sena's website

Alanna M Morey

CFP®, APMA

Private Wealth Advisor

Managing Director
Visit Alanna M Morey's website

Eric Penna

BFA, APMA, CRPC, AWMA℠

Private Wealth Advisor

Managing Director
Visit Eric Penna's website

Frank Gambino

CFP®

Private Wealth Advisor

Vice President
Visit Frank Gambino's website

Kevin Considine

CRPC

Financial Advisor

Vice President
Visit Kevin Considine's website


Team

Connie Pascucci

Client Service Associate

Donna Huber

Donna Huber

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.

View more
Tracey Landry

Tracey Landry

Registered Client Service Associate

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.
View more
Vasundhara Garg

Vasundhara Garg

Client Service Associate

Amandeep Kaur Pandher

Amandeep Kaur Pandher

Client Service Associate

Jennifer Yousaf Bankar

Jennifer Yousaf Bankar

Client Service Associate