Our Professionals

Leaders of an integrated Siena team, Siena’s professionals have rigorous and specific education, training and experience in their respective area of expertise, including accounting, investment management, and financial, tax, business, and estate planning.

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Doug Spitzley

Doug Spitzley

Accounting Specialist

Accounting, Administration, InvestmentsCourtney EschJanuary 10, 2024D, S

Diana Schmitz

Diana Schmitz

Accounting Specialist

Accounting, Administration, InvestmentsCourtney EschDecember 12, 2022D, S

Lydia Millbrook

Administrative Assistant

Administration, Accounting, TaxesCourtney EschFebruary 17, 2020L, M

Lisa Zunk

Bookkeeper

Administration, Accounting, Taxes, InvestmentsCourtney EschJuly 31, 2018L, Z

JoyAnn McDevitt

Accountant

Taxes, AccountingCourtney EschJuly 31, 2018J, M

Jessica Savage

Administrative Assistant

Administration, Taxes, Accounting, Investments, RetirementCourtney EschJuly 31, 2018J, S

Yolonda O'Bryant

Receptionist

Taxes, Administration, AccountingCourtney EschJuly 31, 2018Y, B

Karen Benjamin

Payroll Assistant

Taxes, Accounting, AdministrationCourtney EschJuly 31, 2018K, B

Roger Millbrook

JD, CPA, PFS

Investment Advisor

Accounting, Investments, Retirement, TaxesCourtney EschJuly 31, 2018R, M

Courtney A. Esch

Marketing, of counsel

MarketingCourtney EschJuly 8, 2018C, E, A, P, R

For Further Assistance

Courtney EschJuly 5, 2018E, F, G, N, O, Q, T, U, V, X