Matt Ragone
Financial Planner, AI Adoption Lead for Planning at Range
About Matt Ragone
Matt Ragone is a financial planner at Range, an all-in-one wealth management firm and registered investment adviser, with about seven years in wealth management. He leads AI adoption for Range's planning team as part of the company's AI Council, a cross-department group of its most advanced AI users set up by co-founder David Cusatis.
In an AI Engineer talk, he presents the build guide Range's planners used to create their own agent skills in Claude Cowork without engineering help.
Notable Positions
On Picking the First Workflow
Pick a workflow repeated daily or weekly that is simple to automate, like cash flow analyses or insurance reviews, not the flashiest one, because you can judge the output immediately.
On Who Builds Skills
The people doing the work should build the skills. Insurance specialists own the insurance skill, the CPA team shapes the tax skills, and every shipped skill has an owner and a separate reviewer. See Agent Skills.
On Regulated Output
No skill may send anything to a client. A certified financial planner reviews every output first.
Key Quotes
- "And none of us have any engineering, coding background." (on Range's planning team)
- "So that's why the people doing the work should be the ones building it" (on skill ownership)
- "We're almost going to start having planners, I would imagine, almost be AI agent managers, right?" (on the future of financial planning)
Related Reading
- Agent Skills - The packaging format Range's planners use
- Claude Cowork - The agent Range's planners work in