Rebecca is a Financial Planner with the Ragen Group, joining Baird in Milwaukee after graduating from the University of Wisconsin with a BS in Personal Finance and a concentration in Economics. She was a member of the Baird Financial Advisor Foundations program where she obtained her Series 7 and Series 66 licenses and rotated to each Private Wealth Management department at Baird’s headquarters. In 2018, she moved to Seattle and joined the Ragen Group.
As a CERTIFIED FINANCIAL PLANNER® professional and licensed insurance professional, Rebecca facilitates the Ragen Group’s Estate Plan Reviews, Tax Return Reviews, Financial Plans, and Insurance Planning. She also concentrates on Family Wealth Management and Family Meetings.
Rebecca enjoys community service and currently serves as the Fundraising Chair on the Board of Directors for Invest In Youth. She also volunteers with Invest in Youth helping tutor students around the Seattle area. Semi-annually, she also works closely with the CFP® Board to review scholarship essays for financial professionals seeking to earn their CFP® certification.
She currently resides in West Seattle with her husband Dan, their son Scotty, and their two guard cats, Cinnamon and Mello. Together they enjoy skiing, traveling and hosting dinners.
Waterskiing in Waupaca, WI
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.