Karen Rasmussen is a shareholder in the firm and Vice President of Client Relations. As a Financial Paraplanner Qualified Professional®, she is responsible for all operational aspects of our client relationships. She oversees all aspects of PARAGON’s interface with our custodians, Fidelity and TD Ameritrade, and implements client account management functions such as titling, beneficiary changes, portfolio withdrawals or additions, and tracking the workflows through PARAGON's robust and complex service technology. Additionally, Karen uses her own experience as a business owner and successful entrepreneur to provide support and ideas to the PARAGON team. Often referred to as the “Office Mom,” she takes pride in eliminating surprises from the Advisor’s days and taking personal interest in each and every client.
As a Navy brat, Karen calls Jacksonville her hometown, since its where she’s lived the longest. She has also lived in Ethiopia, Italy and several cities along the east coast of the United States. She is an active member of St. Joseph’s Catholic Church and is involved in various ministries. Karen is the past President of the Council of Catholic Women, supports the Mandarin Food Bank, and has lent her artistic talents to various buildings around the St. Joseph’s campus.
Karen and her husband Jack have two sons and a yellow lab named Cooper. She enjoys spending time with family and friends, reading, and cooking.
Investment Advisory Services Provided by Paragon Wealth Strategies, LLC, a registered investment adviser.