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Meet Our Talented Staff
Financial planning isn’t all about numbers--it’s also about trust and communication between you and your advisors. Our talented and dedicated team works well together, has fun in the process, and takes seriously the privilege and responsibility of managing your financial assets.
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Karen Ramsey, President and CFP®
Karen founded Ramsey & Associates in Seattle, Washington in 1990. Respected nationwide as a fee-only CERTIFIED FINANCIAL PLANNER® Practitioner and consultant, she is principal of the company and the author of two books, Think Again: New Money Choices, Old Money Myths (2001, 2006) and Caring For Your Soul In Matters of Money® (2006). Honors for Ramsey & Associates and Karen include:
• "FIVE STAR Wealth Managers: Best in Client Satisfaction" (Seattle Magazine, Spring 2007, 2008, 2009)
• “Top Wealth Managers” for 2005, 2006, and 2007 (Bloomberg Financial Magazine)
• Seattle Mayor's Small Business Award, 2007
• Profiled in the book The Wealth Factor: Outstanding Wealth Managers for 2003 (LeBlanc, Fisher, 2003)—click here to read Karen’s profile (PDF)
• Named as of the “100 Great Financial Planners for 2002” (Mutual Funds Magazine)
• Karen is a frequent guest on "About The Money" (KCTS TV), which debuted in February, 2007
• Karen has appeared as host of a one-hour Seattle TV program, “The Money Myth With Karen Ramsey” |
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Shawn Donnelly, CFP®
Shawn joined Ramsey & Associates in 1998 and specializes in investment planning, retirement planning, and asset management. Shawn’s honors and contributions include:
• "FIVE STAR Wealth Managers: Best in Client Satisfaction" (Seattle Magazine, Spring 2007, 2008, 2009)
• Highlighted in the Seattle Times as an investment advisor for their special retirement edition (Spring, 2005)
• Teaches financial-planning and retirement-planning seminars at area businesses
• Member of the National Association of Personal Financial Advisors (NAPFA)
• Shawn holds Bachelor of Arts degrees in Sociology and Speech Communication, as well as a Masters degree in Sociology from the University of Washington |
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Fabrizio Regoli, Investment Officer, CIMA®
Fabrizio Regoli joined Ramsey & Associates in 2005 via Italy, New York, and Romania. He works closely with our firm’s financial planners, Karen and Shawn, in the implementation and review of clients’ investments, and is a Certified Investment Management Analyst (CIMA®), the premier designation in the investment management industry.
An Italian native, Fabrizio moved to New York in 1989 after receiving his Bachelor of Science degree from the University of Rome and his MBA from the Lubin Graduate School of Business at Pace University, where he was a part of the International Honor Society in Economics. He also participated in the U.S. Peace Corps in Romania on the Economic Development Team. Fabrizio brings to Ramsey & Associates more than a decade of financial analyst experience. |
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Kim Porto, Senior Paraplanner
Kim comes to Ramsey and Associates with more than fifteen years of experience with the Financial Planning Association where she helped planners learn how to build their practices and develop client communication skills through innovative educational programs. Kim holds a Bachelor of Science degree in Sound Engineering from the University of Colorado and is currently studying to become a Certified Financial PlannerTM Practitioner. |
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Connie Graham, Paraplanner
Fifteen years of administrative and accounting experience have prepared Connie for her current Ramsey & Associates position as a Paraplanner. She also was an instructor of court reporting and spent many years counseling clients with addictions and their family members in Iowa, Pennsylvania and Seattle. Connie will be updating all asset allocations and assisting in client preparations. She brings proficiency and a positive attitude to the Ramsey & Associates office. |
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Ría Cherie, MSIM
Project Manager for RamseyInvesting.com
Ría comes to us with a background in financial systems implementations. She received her undergraduate degree in linguistics from the University of Washington and returned there from 2003 to 2005 to earn her MS in Information Management. Ría is a strong, all arounder for our team, helping problem-solve, research and improve process thinking. She is currently studying to earn her SEC-regulated Series 65 certification to increase her customer service capacity at RamseyInvesting.com. |
CERTIFIED FINANCIAL PLANNERTM Practitioner is a mark owned by the Certified Financial Planner Board of Standards, Inc.
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