Ramona Boehm

Financial Documents Manager

About Ramona

Ramona Boehm began working at The Welch Group in 2006 as the Financial Documents Manager. As Financial Documents Manager, Ramona creates and periodically updates client personal handbooks and maintains client documents.

She works closely with our advisors and assists in client-related projects. She also specializes in property & casualty insurance. Ramona represents the firm and attends community networking events. Her goal is to provide the best service for The Welch Group clients.

In her free time, Ramona enjoys listening to music, reading, attending sports events and spending time with family.

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