Meet the Team

Richard W. Ramsay, CPA, PFS 

Rich has been working in a financial advisory capacity since 1992, and founded Ramsay & Associates Certified Public Accountants in 1976. He is a Personal Financial Specialist and Certified Public Accountant. 

He has a Bachelor of Business Administration from the University of Wisconsin-Madison with a major in accounting and marketing. He began his career in accounting department with 3M Company. After three years with 3M, interrupted with one year of active duty in the Army (followed with 5 years reserve duty), he joined a regional accounting firm in the Twin Cities for two years. After this, he began accepting clients and formally organized the firm in 1976.

Rich is an Eagle Scout and was Scout Master for 6 years, has been on the Board of Directors of the YMCA in White Bear Lake and held positions there as treasurer, president, and major fund raising campaign chairman; received the Distinguished Leader Award from the YMCA; White Bear Lake Winterfest treasurer and fund raising chairman; on the Board of Directors of the White Bear Lake Chamber of Commerce and as treasurer, is currently a member of the Rotary club of White Bear Lake where he has been on the board and served as treasurer, international service director, youth exchange officer, president, foundation director, and invocation contributor. He is also active in his church and a member of the MN Society of CPAs and the American Society of CPA’s.

He is married to Mary and has three sons and four grandchildren. His hobbies include skiing, hiking, kayaking, gardening, biking, travel, and Koi.

Email Rich for CPA Services

Email Rich for Financial Planning Services

Sarah L. Hinz

Sarah joined our team in 2011 and has been a great addition to the team.

Sarah and her husband Neil enjoy spending as much time as they can with their family and friends. They are also parents to Perry, a cat who deeply believes he is human.

Email Sarah

 

 

Jenni Corbett

Jenni joined the team in 2014, right in the middle of a busy tax season… and stayed.  With almost 20 years’ experience lending business management skills and resourcefulness to small companies with inspiring entrepreneurs, she enjoys the challenge of working behind the scenes to help make big ideas a reality.  Jenni uses those same skills throughout the Mahtomedi community as an avid volunteer for the city, her church and schools, the local historical society and other special interest organizations.  Whether helping a neighbor or assisting a client, Jenni finds great reward in lending a hand.

Email Jenni

Back to top

brokercheck-mock.jpg

Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

For more information please contact
Rich Ramsay at Rich@RamsayWealth.com

Securities and advisory services offered through SII Investments, Inc.® (SII), member FINRA/SIPC and a Registered Investment Advisor. SII Investments, Inc., Ramsay & Associates, Ltd. and Ramsay Wealth Management, Ltd. are separate companies. SII does not provide tax or legal advice.

SII PRIVACY POLICY
Newsletter Sign-up
Receive important business news, tax tips and related updates delivered straight to your email inbox.