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The Losey Westlund Group is a wealth management team providing investment advice to individuals, families, corporations and foundations in a brokerage or advisory relationship. We try to communicate in a straightforward, understandable manner about financial matters and yet our attention to investment detail is very comprehensive. We create a customized investment strategy which is aligned with our clients’ needs and interests. We pride ourselves on being great listeners, striving to provide the best solutions possible with the highest level of client care and service.
Senior Vice President
Bob moved with his family to Seattle in the early 60's and attended Blanchet High School and the University of Washington. He holds a Bachelor of Arts and a Master of Business from the University of Washington Foster School of Business.
Bob brings more than 35 years of experience to the team. He began his professional career in 1980 at Foster and Marshall and joined Baird when they merged with McAdams Wright Ragen in 2014. Bob has the ability to communicae in a common sense and straightforward manner. Along with Brian, they are committed to helping clients attain their financial objectives and goals with outstanding customer service and personal attention.
Bob and his wife, Arlyn, live on Queen Anne. A past member of the National Ski Patrol, he enjoys skiing, Husky football, golfing and traveling, especially cruising.
Private Wealth Management, Senior Vice President
Senior Vice President
Brian is committed to helping his clients attain their financial objectives and goals. He accomplishes this by building portfolios that are consistent with the client's comfort level and investment needs. He prides himself on providing clients with outstanding customer service, personal attention and a compassionate listening ear.
Before joining Baird, he was with McAdams Wright Ragen, Inc. for nearly 10 years and his prior tenure was predominately at Ragen MacKenzie, Inc. He has been a registered representative since 1982 and although he has been in the investment business 35 years, his entrepreneurial zeal and passion as a contrarian investor have not waned.
Brian graduated from the University of Washington in 1979 with a degree in Business with a concentration in Finance.
Brian is a Seattle native and resides in Washington Park with his wife, Judi, and their beloved Westie, Stella. Their daughter, Brooke, graduated from Western Washington University and owns an art gallery in Pike Place Market, their son, Hunter, recently graduated from the University of Montana.
In his free time Brian enjoys boating, fishing and spending time on Lopez Island, playing tennis, and traveling. He especially thrives on planning and implementing various building projects.
Vice President, Office Administrative Manager
Patrice joined Baird in 2014 when McAdams Wright Ragen merged with Baird. Patrice has over 35 years of experience in the financial services industry. As a Registered Client Specialist for most of her career, she has gained valuable experience and has made a commitment to support and strengthen client relationships through her service expertise. She served on the Registered Associate Advisory Council at Baird from 2015 – 2017, representing, supporting and empowering Client Specialists. Patrice is a registered securities professional who holds her FINRA series 7, 24, 63 and 65 licenses.
Patrice lived in Dallas for over twenty years before returning to her home State of Washington in 2008 when she joined McAdams Wright Ragen.
Patrice enjoys cooking, spending time on the Oregon Coast and the San Juan Islands, and wine tasting in the wineries and tasting rooms of Woodinville, where she resides with her husband Jeff.
Connect with her on Linkedin.