Phil is a Director and Financial Advisor for The Ragen Group, joining McAdams Wright Ragen in 2011 and Baird in 2014. As a partner with The Ragen Group for over a decade, he focuses on portfolio management, relationship management, and advanced financial planning. He is a member of Baird’s Financial Advisor Advisory Council, which represents Baird’s financial advisors and advocates for improvements at the firm to help enhance the client experience.
Phil earned his bachelor’s degree from Gonzaga University in 2001 and started his career in the management training program at Wells Fargo. In 2011, after nine years managing branches in Washington and Oregon, he sought a more direct impact in the lives of his clients and joined The Ragen Group as a partner and Financial Advisor.