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TheRagenGroup@rwbaird.com
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The Ragen Group

Your Partner for Financial Health at Each Stage of Your Life

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Retirement Planning

We create strategies that are tailored to your needs and goals.

Team Accolades

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Our Standard of Care

Our Standard of Care

Our Standard of Care addresses the complexity of wealth.

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Team Insights

Team Insights

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Account Access

Account Access

View your accounts within BairdOnline.

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Know your Professional

Cam Ragen

Cam Ragen

Managing Director, Financial Advisor

206-464-3171

Phil Banta

Phil Banta

Director, Financial Advisor

206-664-8868

Casi Jones

Casi Jones, CFP®, CDFA®
 

Financial Advisor

206-664-8865

Meet the Team

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

– Warren Buffett

“Don’t do something for a short-term gain that could cause a long-term loss.”

– Brooks Ragen

“The pessimist complains about the wind; the optimist
expects it to change; the realist adjusts the sails.”

– William Arthur Ward

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