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Meet the Team

Brady W. Ramsay, CPA 

Brady W. Ramsay, CPA

Brady is the owner of Ramsay & Associates. He specializes in corporate, personal, and estate/fiduciary tax as well as business advisory services and financial statement preparation.

His professional experience started in high school as a seasonal tax preparer at Ramsay & Associates. During college Brady worked four tax seasons for a large national CPA firm. From there he went on to work for a local firm in Phoenix for three years before joining us in 2006. 

Brady has a Bachelor of Accounting degree from the University of Minnesota Duluth. He is a Certified Public Accountant, a member of the Minnesota Society of CPAs and an Eagle Scout.

Brady was born and raised in Mahtomedi and has a deep devotion and love of his community. He is an active member of the Rotary Club of White Bear Lake, previously serving on the board of directors and as President of the Club and chair of the Community Service Committee. He is a current board member and Treasurer for the Greater White Bear Lake Community Foundation, serves as a board member and Treasurer for Bear Boating of White Bear Lake and serves as Treasurer for Explore White Bear. Brady also represents the City of Dellwood as a Council Member and is the former Treasurer for the City of Dellwood and former Director for the White Bear Lake Conservation District.  Additionally, Brady is a former board member for the White Bear Area YMCA and White Bear Lake Historical Society.

Brady enjoys spending time with his wife Heather, their two sons and two dogs, as well as golfing, fishing, and travelling.

Email Brady for CPA Services

Richard W. Ramsay, CPA, PFS 

http://brokercheck.finra.org/

Rich founded Ramsay & Associates in 1976 and transferred ownership to Brady Ramsay in 2016. Rich is primarily involved with personal financial planning but also with the firm in the areas of business advisory and personal tax preparation. He is a Certified Public Accountant and Personal Financial Specialist.

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 the accounting department with 3M Company. After three years with 3M, interrupted with one year of active duty in the Army (followed by five years of 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 a Scoutmaster for six years. He has been on the Board of Directors of the YMCA in White Bear Lake and held positions there as treasurer, president, and major fundraising campaign chairman, and also received the YMCA Distinguished Leader Award. Rich has served as the White Bear Lake Winterfest treasurer and fundraising chairman and on the Board of Directors of the White Bear Lake Chamber of Commerce as well as treasurer. He 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 on the board of directors for Rotary District 5960 as treasurer and has been involved in the grants vision project and community service director. He is also active in his church and is a member of the Minnesota Society of CPAs and the American Society of CPAs.

Rich is married to Mary and has three sons and six grandchildren. His hobbies include skiing, snowshoeing, hiking, kayaking, gardening, biking, travelling and tending to his Koi pond.

Email Rich for CPA Services

Email Rich for Financial Planning Services

 

 

Ashley N. Filipovich, CPA

Prior to joining the team in 2015, Ashley’s professional experience includes two prior tax seasons at a local firm in Bemidji, where she attended college, and one tax season at a national CPA firm.

Ashley has both a Bachelor of Accounting and Bachelor of Business Administration degree with an emphasis in finance from Bemidji State University. Ashley is married to Nick and they enjoy traveling, camping, skiing and many other outdoor activities.

Email Ashley

Karla Danley

Karla joined the team in 2020. She has a Bachelor of Accounting degree, with an emphasis in Math, from the University of St. Thomas. She has worked in CPA offices preparing payroll tax returns, corporate and individual taxes and audits. She has also worked in small businesses over seeing all accounting functions.

Family time is important, especially time with her four grandchildren. She also enjoys golfing, camping, traveling, gardening, outdoor activities, sewing, knitting and crocheting.

Email Karla

Brian J. Egerman, CPA

Brian J. Egerman, CPA, has been a licensed MN CPA since 1989. In varying capacities since then, I have worked in most of those engagements commonly offered in a public accounting firm. Audit, Review, Compilations and Tax; Business and Individuals.

Outside of my professional life, I enjoy most activities that are best off experienced without cell phones present.

Email Brian

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Wendy M. Hendricks

Wendy is an Advanced Certified QuickBooks ProAdvisor and responsible for QuickBooks training and consulting as well as bookkeeping for clients and internal affairs.

After working many years in large corporate accounting departments, Wendy changed her career focus to concentrate on small business development. She now enjoys helping small businesses develop accounting systems and organize administrative functions so they make the most efficient use of their time.

She loves horses and she and her husband live on a hobby farm where they have Belgian horses that are used for various farming activities as well as for pulling wagons and sleighs.

QuickBooks Certifications:
QuickBooks Advanced Desktop
QuickBooks Desktop 2001-2016
QuickBooks Point of Sale
QuickBooks Enterprise Solutions
QuickBooks Online 2017

Email Wendy

Rosanne M. Gulland

Rosanne is a Certified QuickBooks Pro Advisor with over 30 years of bookkeeping experience. She specializes in small business bookkeeping and QuickBooks training. She enjoys equipping clients with time saving techniques and tools to get the most out of their QuickBooks program.

Rosanne and her husband, Dale, have six children and twelve grandchildren. She is active in her church, serving as their Treasurer. Her hobbies include Sudoku puzzles, gardening, do-it-yourself home projects, and following her grandchildren’s activities.

QuickBooks Certifications:
QuickBooks Advanced Online
QuickBooks Online 2013-current year
QuickBooks Advanced Desktop
QuickBooks Desktop 2009-current year

Email Rosanne for bookkeeping and QB training services

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Jen Thompson

Jen recently joined our team in 2019. She provides administrative support to the office in a variety of ways. She looks forward to getting to know clients personally and working to best meet their needs.

Jen holds Bachelors of Arts degrees in Business Administration and Organizational Communication from Concordia College in Moorhead, MN. Prior to taking this position, she worked in a variety of roles in the non-profit world; including most recently at the Community Resource Center at St. Andrew’s Lutheran Church in Mahtomedi.

Jen, her husband John, and their four daughters enjoy being involved in the Mahtomedi community through the schools, sports and their church. In her spare time she loves to travel, spend time in the great outdoors, take art classes and read a good book.

Email Jen 

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Jenni Corbett

Jenni joined the team in 2014. 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.

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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 offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Ramsay Wealth Management and JWC/JWCA are unaffiliated entities.

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