Karen Rasmussen is PARAGON's Client Service Director. As a Registered Paraplanner®, she functions similarly to a Paralegal in a law firm. Karen is responsible for a great deal of the data management and initial planning steps during the development of our clients' comprehensive wealth plans. She is also our primary interface with our custodian, Fidelity Investments, and often assists clients with their account management needs 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.