Tanya Richmond
Assistant Vice President, Senior Client & Engagement Specialist
Tanya is a Senior Client Specialist with the Ragen Group and serves as the team's Next Generation Coordinator. She joined Baird 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 in 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 trading, account maintenance, 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, and wakeboarding.
Wakeboarding on Lake Whatcom, WA