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Our Talented Staff

At RamseyInvesting.com we have an innovative approach to servicing clients in the financial world. This is not just a job for us. We are doing our life's work and loving it with passion! We dare to think differently every day. We are an investment management firm best known for our deep commitment to our clients’ needs, goals, and dreams.

Establishing a relationship of reliance and trust with your investment advisor is a vital ingredient to financial peace of mind. RamseyInvesting.com utilizes the seasoned staff of Ramsey & Associates, a team with a proven track record of success with integrity.

 

Karen Ramsey

Karen Ramsey, CFP® — Founder, President, Certified Financial PlannerTM, Investment Committee Lead

Karen has over 20 years’ experience as a fee-only Certified Financial PlannerTM professional. She is the respected author of Think Again: New Money Choices, Old Money Myths and the creator and leader of a nationally presented workshop based on her book, Caring for Your Soul in Matters of Money®. Karen is profiled in numerous publications for year after year having won awards for excellence in wealth management and client satisfaction. She proudly received the Seattle Mayor's Small Business Award in 2007. Karen has appeared on TV as a finance education program host as well as being interviewed as a financial expert on KUOW (Seattle’s affiliate of NPR), CBS’s "This Morning", and CNN’s Financial News Shows, and in Glamour Magazine, The Seattle Times, and The New York Times. She is a Sustaining Member of the National Association of Personal Financial Advisors (NAPFA).

Karen’s current interests are: fostering a healthy work-life balance atmosphere in the workplace, family fun, and broadening the audience of Caring for Your Soul in Matters of Money® seminars to help people discover their Money Baggage and create a new, personally-inspiring Money Message.

 

Shawn Donnelly

Shawn Donnelly, MA, CFP® — Certified Financial PlannerTM, Investment Committee Member

Shawn came to work at Ramsey & Associates in 1998 as a fee-only Certified Financial PlannerTM professional. She has conducted seminars for many organizations including Weyerhaeuser, The Seattle Times, Boeing, Children’s Hospital and the City of Seattle, been highlighted in The Seattle Times as an investment advisor, and appeared on TV as part of a forum on retirement. Shawn is a NAPFA-Registered Financial Advisor. She holds Bachelor of Arts degrees in Sociology and Speech Communication, as well as a Master’s degree in Sociology from the University of Washington.

Shawn’s current interests are: making sure clients are taken care of, great food and fun with friends, enjoying the excellent variety of fare Seattle has to offer by trying something new every chance she gets, exercise, and being in nature.

 

Ría Cherie, MSIM — Project Manager, Investment Committee Member

Ría came to Ramsey & Associates in 2007 with a background in management accounting and financial systems implementations at the European Headquarters of Korn/Ferry International. She received her undergraduate degree in linguistics from the University of Washington and returned there in 2003 to earn her MS in Information Management from the forward-thinking UW Information School. Ría is a strong all-arounder for our team, helping to hone our process thinking. She manages ongoing projects and works with Amy to monitor client portfolios, manage model portfolios, place trades, and create customer service and trading business processes. Ría answers administrative queries regarding client accounts.

Ría’s current interests are: having secure client data and a great workplace, writing and performing music as a singer, Pacific Northwest hikes and beaches, personal growth, spiritual counseling education, and gluten-free foods.

 

Amy Sehayek, MBA — Financial Planner, Registered Investment Advisor Representative, Investment Committee Member

After taking time off to raise her three children, Amy joined Ramsey & Associates in 2009. The has over 10 years’ experience in the mutual fund industry, having worked at American Century Investments as a portfolio manager for their taxable money market funds. Amy earned a BA in Business Administration and an MBA in Finance from California State University, Hayward. She has also completed the course requirements and passed the exam to be a Certified Financial PlannerTM and is now carrying out the requisite work experience to become certified. Amy works alongside Ría to create and implement customer service and investment management policies and procedures. She also performs the regular, periodic review of RamseyInvesting.com mutual funds and ETFs. Amy answers investment management queries and conducts annual reviews with clients.

Amy’s current interests are: treating every client with the same high level of fiduciary excellence, snowshoeing, exploring the Pacific Northwest through trail hiking, volunteering at a women’s shelter, and of course, keeping up with her children!

 

Jason McGary — Director of Business Development, Registered Investment Advisor Representative

Jason's expertise is helping firms reach their full potential for growth and customer service excellence. As a financial advisor for two Northwest firms he has worked with over a thousand clients from small business retirement plans to families and individuals. Jason has more than 15 years of advising and marketing experience in the financial, human relations, and recreation industries. Jason earned a BA in Creative Writing from Linfield College. He is a published photographer, journalist, screenwriter, and poet and played professional basketball overseas while his wife served in the US Army. They've been married for 13 years and have two children. Jason is responsible for promoting RamseyInvesting.com through partnerships with accounting, banking, legal, and investment professionals.

Jason's current interests are: making sure every investor in America knows about RamseyInvesting.com, making his smoked NW-style BBQ for charity events, leading a children's program at his church, and coaching his kids’ basketball teams.

 

CERTIFIED FINANCIAL PLANNERTM is a mark owned by the Certified Financial Planner Board of Standards, Inc.