To be knowledgeable financial advisors helping to empower clients with tailored financial advice, guided by unwavering integrity, care, and knowledge.


Our advisors

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

Matthew Mandell

CFP®, CRPC, RICP®

Private Wealth Advisor

Managing Director
Learn more about Matthew Mandell Visit Matthew Mandell's website

Brian White

CFP®, CRPC, RICP®

Private Wealth Advisor

Managing Director
Learn more about Brian White Visit Brian White's website

Christopher Mirandi

Financial Advisor

Associate Vice President
Learn more about Christopher Mirandi Visit Christopher Mirandi's website

Douglas Aber

APMA

Financial Advisor

Vice President
Learn more about Douglas Aber Visit Douglas Aber's website

Eric Penna

BFA, APMA, CRPC, AWMA℠

Private Wealth Advisor

Managing Director
Learn more about Eric Penna Visit Eric Penna's website

Alanna M Morey

CFP®, APMA

Private Wealth Advisor

Managing Director
Learn more about Alanna M Morey Visit Alanna M Morey's website

Amy Boyle

APMA

Financial Advisor

Vice President
Learn more about Amy Boyle Visit Amy Boyle's website

Frank Gambino

CFP®

Private Wealth Advisor

Vice President
Learn more about Frank Gambino Visit Frank Gambino's website

Kevin Considine

Financial Advisor

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

Michael Cooper

MBA, CFP®, CPA, PFS

Private Wealth Advisor

Certified Public Accountant
Learn more about Michael Cooper Visit Michael Cooper'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

Karen Fortunato

Karen Fortunato

Registered Client Service Associate

Kiera Devers

Kiera Devers

Registered Client Service Associate

David Stanisch

David Stanisch

Client Service Associate