Savanna is a Client Specialist with the Ragen Group. She joined Baird in August 2022, after working for Trident Seafoods in Seattle and for the Ritz-Carlton in both the U.S. Virgin Islands and San Francisco. Savanna provides support to the Financial Advisors and other Ragen Group members by executing client service tasks and daily operations. In addition to being the Ragen Group’s Baird Online and technology lead, she specializes in client onboarding, estate transitions, and securities-based lending solutions. She holds her Series 7 and Series 66 licenses and is actively pursuing her CERTIFIED FINANCIAL PLANNER™ certification.
Savanna earned her Bachelor’s degree in International Relations-Economics and French at Wellesley College after growing up in Indiana.
She currently resides in the View Ridge neighborhood of Seattle with her partner Lucian and little ones Kestrel, Rowan, and Arden. Savanna helps facilitate community involvement as a member of the Baird Gives Back committee. On the weekends, she loves to push the kids SO HIGH on the swings, swim, do art projects, and run on the Burke-Gilman trail.
In the transition zone at Lake Sammamish State Park in Issaquah, WA, getting ready for the Seafair Triathlon
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.