Staff Bios

At 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 driven by our deep commitment to our clients' needs, goals, and dreams.

Establishing a relationship of reliance and trust with your investment advisor can be a vital ingredient to financial peace of mind. utilizes the seasoned staff of Ramsey & Associates, a team 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 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 year after year. 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, US News & World Report 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.


Steve G. — Paraplanner

Steve joined the Ramsey Team in 2015. He has a background in financial planning and investment services having worked at a variety of firms in the Seattle area.

Steve has a Bachelor of Arts Degree. Additionally, he holds the Series 65 license.

Currently, Steve monitors client portfolios, places trades, and provides customer service.


Britteny Caldwell — Paraplanner

In 2010, Britteny joined with a background in financial services as well as several years of administrative experience. She received her Bachelor of Arts in Business Administration Finance from the University of Washington, Tacoma and has since earned her Series 65 certification while an employee here. Britteny has an upbeat and positive outlook on life and enjoys working with clients regarding their accounts and needs. She works to improve office efficiency, currently focusing her efforts on database management and client preparation work.

Britteny's current interests are: ensuring secure, accurate information for our clients, growing vegetables in her northwest family garden, cooking delicious cuisine for her "foody" friends, and the annual Warrior Dash race.


Brett Tatsuno

Brett joined the Ramsey team in late 2016. Before arriving here, he spent seven years at Boeing and its financing solutions arm, Boeing Capital Corporation, doing credit analysis on the company’s suppliers and customers. Brett earned a Bachelor of Arts in Accounting & Finance in 2009 and a Master’s in Professional Accounting in 2010, both from the University of Washington.

He supports all preparations for client review meetings and assists with various other client service activities including investment proposals, trading and ad-hoc requests.

Brett's current interests are: Travelling as often as possible, Summertime baseball games at Safeco Field, Hiking Washington's many trails, Ensuring accurate and thorough preparation of client data.


Cindy Shaw — Office Manager

Cindy came to in late 2013 with a history of working sixteen years in property management services. In addition, she has over twenty years of administrative experience in the accounting, insurance, and medical industries. Cindy's employment history has involved customer service as well as providing detailed and confidential support work for professional and management personnel. She is handling our office administrative duties and providing support for our paraplanners and advisors.

Cindy's current interests are: developing new skills in the workplace and assisting clients and co-workers in completing tasks in a timely manner. She also enjoys crafting, party planning, and spending quality time with her family, particularly on beach vacations.


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