For fee-only investing and advice with no minimum, visit our sister firm, Welch Investments.
Ramona Boehm began working at The Welch Group in 2006 as the Financial Documents Manager. Ramona’s goal is to provide the best service for The Welch Group clients. As Financial Documents Manager, Ramona creates and periodically updated client personal handbooks and maintains client documents. She works closely with our advisors and assists in client-related projects. Ramona represents the firm at attends community networking events.
In her free time, Ramona enjoys listening to music, reading, attending sports events and spending time with family.