Staff
Meet Our Talented Staff
Establishing a relationship of reliance and trust with your advisors 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 and integrity.
Karen Ramsey, President and CFP®
Karen is the founder and President of RamseyInvesting.com and Ramsey & Associates, Inc. She has over 19 years experience as a fee-only Certified Financial Planner™ practitioner and consultant in Seattle, WA.
She is the respected author of Think Again: New Money Choices, Old Money Myths, previously titled Everything You Know About Money Is Wrong, and creator of the national seminar, Caring For Your Soul In Matters of Money®. Karen is profiled in the book, The Wealth Factor: Outstanding Wealth Managers for 2003. Click here to read Karen's profile.
Mutual Funds Magazine selected Karen as one of the “100 Great Financial Planners for 2002”, and Bloomberg Financial Magazine recently included Ramsey & Associates, Inc. in their "Top Wealth Managers" for 2005, 2006, and 2007. Seattle Magazine reports Ramsey & Associates, Inc. among the "FIVE STAR Wealth Managers: Best in Client Satisfaction" (2007 and 2008) and Karen received the Seattle Mayor's Small Business Award in 2007.
Karen also appeared on Seattle TV as host of a one-hour program, “The Money Myth with Karen Ramsey”, and has been interviewed as a financial expert on KUOW (Seattle’s affiliate of NPR), CBS’s “This Morning”, CNN’s Financial News Shows, Glamour Magazine, The Seattle Times and recently in The New York Times.
Shawn Donnelly, CFP®
Shawn joined Ramsey & Associates in 1998. She works with a wide variety of our clients in many areas of financial planning, including investment planning, retirement planning, and asset management.
She enjoys teaching financial planning & retirement planning seminars and has conducted seminars for many organizations including Weyerhaeuser, the Seattle Times, Boeing, Children’s Hospital and the City of Seattle.
She has been highlighted in The Seattle Times as an investment advisor for their special retirement edition and has participated in a Serious Money forum on retirement which appeared on KCTS TV.
Shawn is a member of the Financial Planning Association (FPA) and 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.
Fabrizio Regoli, Investment Officer, MBA, CIMA®
Fabrizio Regoli joined Ramsey & Associates via Italy, New York and
Romania in 2005. He works closely with our firm's financial planners,
Karen and Shawn, in the implementation and review of clients'
investments and he 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 BS 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
US Peace Corps in Romania on the Economic Development Team. Fabrizio
brings over a decade of financial analyst experience to
RamseyInvesting.com, advising varied organizations from independent
advisors to Ernst & Young, LLP.
Kim Porto, Senior Paraplanner
Kim comes to Ramsey and Associates with a very long background in the financial planning profession supporting planners through her work with the Financial Planning Association. During her 15 years with the Association, she helped planners learn how to build their practices and develop their client communication skills through innovative educational programs. Through this work she developed a great love and respect for the profession. In 2005 she made the decision to become a planner herself and is currently studying to become a Certified Financial Planner®. Kim holds a bachelors degree in Sound Engineering from the University of Colorado She is a member of the Financial Planning Association.
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.
Certified Financial Planner™ is a mark owned by the Certified Financial Planner Board of Standards, Inc.