Casi is a Financial Advisor and partner with The Ragen Group. After graduating summa cum laude from Portland State University with a degree in International Studies, she joined Baird and The Ragen Group in 2014 to utilize her passion for education and financial planning to help clients achieve their goals.
Casi oversees The Ragen Group's Standard of Care which is the team's customized wealth management platform. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® practitioner, Casi provides expertise in women’s wealth management, advanced financial planning, portfolio management and generational family wealth management. She also previously served as a member of Baird’s Next Generation Advisory Council which helps support and mentor Baird advisors in every stage of their early careers.
Casi is committed to supporting the community and serves on the Board of The Northwest Organization for Animal Help (The NOAH Center) where she is currently the Vice President and Treasurer. She was previously a member of the Board of Seattle Works from 2017-2021 and served as Vice President of the Board and as the Finance Committee Chair.
She lives in the Montlake neighborhood of Seattle with her husband Chris, their son Callum, and two dogs, Penny and Willow. In her free time, she enjoys golfing, hiking, traveling, and spending time with her family.
Hiking in the Enchantments, WA
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.