Maria Siwek-Fernald

After working at firms big and small on both coasts of the US, Maria came to LNWM because here “the focus really is on clients and on holistic planning.” She brings to her work two decades of experience in financial analysis and wealth planning, coupled with a genuine interest in getting to know the client and their family.

Maria’s work can help them see with clarity and precision the various ways their assets and finances can serve the life they want for themselves, their family, and their community. It is a long-term undertaking that requires getting personal and becoming their family’s trusted source of financial analysis, information, and insights.

She has a CERTIFIED FINANCIAL PLANNER™ certification and a B.S. in International Business from Johnson & Wales University.