Leaders of an integrated Siena team, Siena’s advisors have rigorous and specific education, training and experience in the area of investment management, and financial, tax and estate planning.
Zachary H. Armstrong
Zack earned a Bachelor of Arts in Finance, with a minor in Economics, from Michigan State University. He is a 2017 Level III CFA Candidate. Zack also holds a Michigan Real Estate Salesperson License.
Prior to joining Siena Wealth Advisors Zack served as a Private Equity Intern for The Behring Group in Danville, California, a Financial Services Intern at the Hantz Group in Okemos, Michigan and a Credit Intern for Greenstone Farm Credit in East Lansing, Michigan. Zack is a member of the Economic Club Committee and serves as an Ambassador for the Lansing Regional Chamber of Commerce.Email Zack
Stephen L. Hicks
Stephen holds a Doctor of Law degree (JD) from DePaul University College of Law, a Master of Business Administration (MBA) from the Isenberg School of Management at the University of Massachusetts, a Master of Science in Financial Services (MS) – advanced financial planning – from The American College, a Bachelor of Arts in Psychology from Michigan State University, a Certificate in Accounting with a Specialization for Controllers from the University of California, Berkeley, and is a registered Certified Public Accountant (CPA). He also holds a Michigan Real Estate Broker License. In 2004, Stephen participated in the Accredited Investment Fiduciary (AIF) program offered through the Katz Graduate School of Business at the University of Pittsburgh.
Stephen has been accepted into membership of the prestigious Honor Society of Phi Kappa Phi, the nation’s oldest and most selective all-discipline academic honor society. He also graduated from business school Beta Gamma Sigma, the premier academic honor society recognizing business excellence among business school graduates. Among other past professional experience, Stephen worked near Chicago, Illinois as one of five advisors managing nearly $1 billion in investment funds for individuals, businesses, and not-for-profits. In addition to his advisory role with clients, he also conducted employee investment education seminars for the State of Illinois retirement plan system. While a law student in Chicago, Stephen clerked at the Chicago Mercantile Exchange on the LIBOR (London Interbank Offered Rate) and Eurodollar futures commodities trading floor. Stephen currently serves on the Investment Committee of the Board of Directors of the McLaren Hospital Greater Lansing Foundation, and is a member of the Board of Directors of the Michigan Coalition Against Homelessness.Email Stephen
W. Joseph Irish
Joe earned a bachelor’s degree in business administration from Western Michigan University with a major in accounting and is a Certified Public Accountant (CPA) and holds a Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). He also holds a Chartered Retirement Plan Specialist (CRPS®) designation from the College for Financial Planning.
Prior to joining Siena, Joe spent 15 years as Chief Financial Officer and 9 years as shareholder at a successful logistics firm that specializes in rail transportation logistics. His professional career began with KPMG Peat Marwick where he was a senior auditor focused on small to mid-sized clients in manufacturing, construction, broadcasting and service industries.
Joe is passionate about community involvement. He currently serves as Treasurer and Finance Chair of the Ronald McDonald House of Mid-Michigan and has served on the Board of Directors for the Lansing Regional Chamber of Commerce and the YMCA of Lansing. He is a member of the Grand Ledge Pony Baseball Board, co-founder of the Grand Ledge Area Flag Football Program and a Girl’s AAU Basketball Club.Email Joe
Roger L. Millbrook
Roger holds a Doctor of Law degree (JD) from Michigan State University College of Law. He earned a Bachelor of Arts in Finance from Hillsdale College. Roger is also a Certified Public Accountant (CPA) and holds a Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). He also holds a Michigan Real Estate Salesperson License.
Prior to forming the Siena family of financial services with Hicks, Roger was, among other professional experience, an associate with Maner Costerisan, CPA in Lansing, Michigan. He is very active in the Grand Ledge Rotary Club, including serving as the Club president in 2009-2010 and was named a Paul Harris Fellow. Roger currently serves on the Finance Committee of the Board of Directors of the Lansing Community College Foundation.Email Roger
Patrick D. Haug
Patrick holds two degrees from Michigan State University, a Bachelor of Arts in Finance and a Bachelor of Arts in Economics. Patrick is also a licensed Certified Public Accountant (CPA) in the State of Michigan.
Patrick started in accounting as an auditor with McCartney & Company (n.k.a., Maner Costerisan).Email Patick