Maria Fernanda Boehm

Fernanda brings over three decades of people-first experience to her role as Client Relationship Manager. A graduate of the University of Connecticut, she earned her bachelor’s degree majoring in Sociology with a minor in Psychology—a field of study that naturally fueled her genuine desire to help others and support her community.

Prior to entering wealth management, Fernanda spent 30 years navigating the fast-paced healthcare industry within multi-specialty physician groups. She held a diverse range of foundational and leadership roles, including medical receptionist, surgery scheduler, medical biller, trainer, and office manager. This extensive background bridges perfectly into wealth management, as both fields demand absolute precision, deep trust, and operational seamlessness.

Driven by precision and operational efficiency, Fernanda excels at managing finer details to ensure full accuracy. Her primary goal is to ensure a smooth experience for both our clients and our leadership team. She firmly believes that everyone deserves to be treated with equal respect, warmth, and dignity, focusing on making every individual feel comfortable and welcome.

Born and raised in Connecticut, Fernanda resides in Somers with her husband and daughter. She enjoys spending time with her family going to their favorite restaurants, catching movies, listening to music, or visiting the beach. An avid fan of her alma mater, she loves cheering on UConn basketball and winding down with her favorite video games.