Our Profile

The Ragen Group manages multi-generational wealth for successful families and individuals that seek a higher Standard of Care.  Partnering with clients who value a proactive approach, we specialize in assessing and addressing their unique needs through each stage of life.

Cam Ragen

Managing Director, Financial Advisor
(206) 464-3171
cragen@rwbaird.com

Cam is a Managing Director and Financial Advisor for The Ragen Group. Joining Baird in 2014, he has honed his conservative value-oriented investment approach on behalf of his clients for over 25 years.

Cam started his investment career as a teenager, talking stocks around the kitchen table with his father, Brooks Ragen.  Cam graduated from Yale University in 1990 and joined Knowlton Brothers Inc., a New York City money management firm, as a Technology and Healthcare analyst. While earning an MBA at the Haas School of Business, University of California-Berkeley, Cam worked for Franklin Resources, a mutual fund company in San Mateo. He rejoined Brooks in 1994 as part of Ragen MacKenzie Inc. and helped to found McAdams Wright Ragen Inc. in 1998.

Cam served on the board of Seattle Works and as board president in 1997. He joined the board of the Woodland Park Zoo in 2002. Over the course of his nine years on the board, his roles included Treasurer, Vice Chairman, and Chairman of the Board. He has served on the boards of the McGilvra Soccer Club, Lakeside School Alumni board, Seattle Tennis Club, and Seattle United soccer club. He currently serves as Development co-chair of the Yale Tennis Association  and as board member of the YMCA of Greater Seattle where he serves on the Finance, Investment, and Development Committees. Cam lives in Madison Park with his wife Tori and three children.

Connect with me on LinkedIn.

Phil Banta

Senior Vice President, Financial Advisor
(206) 664-8868
pbanta@rwbaird.com

Phil is a Senior Vice President and Financial Advisor for The Ragen Group, joining McAdams Wright Ragen in 2011 and Baird in 2014. As a partner with The Ragen Group for nearly a decade, he focuses on portfolio management and advanced financial planning.  In addition to his role with the Ragen Group, Phil is Chairman of Baird’s Private Investment Management Council, a group of advisors at Baird whose aim is to enhance the firm’s investing and wealth management tools for our clients.

Phil earned his bachelor’s degree from Gonzaga University in 2001 and started his career in the management training program at Wells Fargo. In 2011, after nine years managing branches in Washington and Oregon, he sought a more direct impact in the lives of his clients and joined The Ragen Group as a partner and Financial Advisor.

In his spare time, Phil has found other ways to invest in the Puget Sound community through extensive volunteer work. In 2016 Phil joined the Board of the Kindering Center, an organization that addresses the special needs of children up to age 3. Phil  currently serves as President of Kindering’s Board of Directors. In 2018, Phil was awarded the Brooks G. Ragen Community Service Award, given every year to a Pacific Northwest Baird associate for outstanding service to the non-profit community. He was chosen in recognition of his ongoing work supporting Kindering Center and the organization of Baird’s volunteer efforts for the 2018 Special Olympics USA Games in Seattle.

Phil lives in Mercer Island, Washington with his wife, Meghan, their two children and their beloved rescue dog, Bear.

Connect with me on LinkedIn.

Casi Jones, CFP®, CDFA®

Financial Advisor
(206) 664-8865
cmjones@rwbaird.com 


Casi is a Financial Advisor and a Certified Financial PlannerTM and Certified Divorce Financial Analyst® practitioner with The Ragen Group. After graduating summa cum laude from Portland State University with a degree in International Studies, she joined The Ragen Group to utilize her passion for education and Financial Planning in order to help our clients achieve their goals. She oversees The Ragen Group's "Standard of Care" - the team's customized wealth management platform. Casi also provides expertise in women’s wealth management, college financial planning and generational family wealth planning.

Casi is committed to supporting the community and has been a member of the board of Seattle Works since 2017.  She is currently Vice President of the board and has previously served as Chair of the Finance Committee. Seattle Works connects volunteers, develops leaders and builds community.

She lives in the Judkins Park neighborhood in Seattle with her husband Chris and their chocolate labrador, Penny. In her free time she enjoys cooking, hiking and traveling.

Connect with me on LinkedIn.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Vicky Labuguen, MPAS®

Assistant Vice President - PWM Team Client Service Lead

Vicky joined Baird in 2016 and brings over 19 years of financial services experience to The Ragen Group, where she serves as the Chief Operating Officer. Her role also includes: portfolio management and trading, client relationship management, BairdOnline service consulting, and orchestration of the team’s philanthropy.

Vicky earned her B.S. at the University of Hawaii and completed her M.S. degree in Personal Financial Planning from the College for Financial Planning.  She holds the MPAS® designation (Master Planner Advanced StudiesSM) and has the FINRA Series 7, Series 63, Series 65 registration licenses and is a Notary Public.

Vicky is an active volunteer in her community and a member of the Baird Charitable Giving Committee.  She volunteers with the Girl Scouts of Western Washington, is a member of the LPGA Amateur Golf association and enjoys cycling, tennis, golf, baking and attending local sporting events. She and her husband Mardi have three children and live in Everett.

David Fitzpatrick, CFP®

Associate Financial Advisor

David is an Associate Financial Advisor with The Ragen Group, joining Baird in 2015. As a licensed Financial Advisor David worked with Baird clients nationwide for three years from Baird’s headquarters in Milwaukee, WI. David achieved his CFP certification, facilitated by Northwestern University, and joined the Ragen Group in 2018.

After graduating from University of Wisconsin-Milwaukee in 2009, David worked for EMTEQ in aerospace & defense for five years in business development helping clients such as Boeing, Lockheed Martin, SpaceX and Gulfstream to modernize their aircraft with LED lighting and avionics.  In 2014 he joined Direct Supply and helped to design, build and equip senior living campuses nationwide.  With the Ragen Group, David is focused on Financial Planning, retirement income planning, optimizing Medicare and Social Security options.  He is the team’s life, disability and long-term care insurance specialist.

David is involved in the Seattle community as a member of the Boeing Employee Flying Association, Highland Park Improvement Club, and is an active volunteer at his local church. He and his wife Martha reside in West Seattle and enjoy exploring the state of Washington on weekends with their daughter Riley and their Rhodesian Ridgeback, Murphy.  

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Tanya Richmond

Client Specialist

Tanya joined the Ragen Group in 2018 after graduating from the University of Washington with a Bachelor’s degree in Business Administration concentrating in Finance. Her area of expertise includes Next Generation Education; she facilitates a series of Student Investment Workshops and New to the Workforce Workshops to instill financial literacy into the next generation. Tanya also focuses on College Financial Planning and oversees 529 College Savings Plans and qualified education distributions. In addition, Tanya aids the Ragen Group in daily operations such as account maintenance, cash management, and client service. She has earned her Series 7 and Series 66 licenses.

She also volunteers for the Distributive Education Club of America (DECA) as a judge for student presentations. Originally from the Pacific Islands of Fiji, Tanya enjoys traveling, reading, baking and hiking with her Blue Heeler, Penguin.

Rebecca Reeves, CFP®

Client Specialist

Rebecca joined Baird in Milwaukee in 2017 after graduating from the University of Wisconsin with a BS in Personal Finance. She was a member of the Baird Private Wealth Management Foundations program where she obtained her Series 7 and Series 66 licenses. In 2018, she moved to Seattle and joined the Ragen Group. As a Certified Financial PlannerTM and licensed insurance professional, Rebecca facilitates the Ragen Group’s Estate Plan Reviews, Tax Return Analyses and Insurance Reviews. She also focuses on client service, trading and wealth transfer operations.

Rebecca currently resides in the Westlake area of Seattle with her two guard cats, Cinnamon and Mello. She enjoys volunteering with the Austen Everett Foundation, paddle boarding, traveling and watching Broadway productions.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Marianne Li, CFP®

Client Specialist

A Washington state native, Marianne joined the Ragen Group as a client assistant in June 2019. Her goal is to be proactive and client-first in all that she does. She specializes in helping clients with charitable gifting strategies, college financial planning and daily operations.

Marianne graduated from the University of California, Berkeley in 2019.  She was a four year letter winner for the Golden Bears Women’s Golf team and served as team captain for two years.  She currently holds her FINRA Series 7 and Series 66 licenses, and recently earned her CFP® certification.

In her spare time, Marianne enjoys golfing, reading, baking and serving as a volunteer coach with The First Tee of Greater Seattle.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Alice Lombardo

Client Specialist

Alice joined the Ragen Group as a client assistant in May 2020, having arrived in Seattle from Scotland in 2019. In her role as a client assistant, Alice provides support to the Financial Advisors and other Ragen Group members by executing client service tasks and daily operations. She recently earned her Series 7 and Series 66 licenses.

Alice graduated from the University of St Andrews in June 2019 with a degree in Medieval History and International Relations. From June 2019 to April 2020 she volunteered as an intern with the World Affairs Council of Seattle. Alice was born and raised in Fortrose, Scotland, and misses not being able to walk on her hometown beach with her dalmatian, Jasper. In her free time, Alice enjoys exploring Seattle and the surrounding mountains, practicing gymnastics rings and cooking.

Cassie Smith

Client Assistant

Cassie joined the Ragen Group as a client assistant in March 2021. She utilizes her passion for working with clients and assisting with their unique financial needs by providing operational support to the Financial Advisors and other Ragen Group members.  Within her role she specializes in client service tasks, daily operations, and meeting preparation.

In 2018, Cassie graduated magna cum laude from the University of Idaho where she majored in Human Resource Management. After graduation, she moved to Seattle from Boise, and worked as a senior consumer care advocate at Zillow Group until March 2021. Cassie currently resides in Ravenna and in her spare time enjoys snowboarding, wakeboarding, and hiking around the greater Seattle area.

BAIRD HIGHLIGHTS

613303-FA-Website-Graphic-FINAL-_002_.png