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Our Team

Amy Barrett, MBA, CFA, CFP®, CDFA™

Amy Barrett, MBA, CFA, CFP®, CDFA™

Amy's career spans thirty years including owning a membership at the Chicago Board of Trade and asset management for Lotsoff Capital Management, a Chicago-based investment manager. In the past, she had held positions of Director of Investments, Chief Investment Officer, Principal and Financial Advisor. She speaks on a wide variety of topics at national and local venues. Amy is a contributor to the Wall Street Journal, Forbes, and other media outlets including television, the Internet, and radio.

Amy holds a Master of Business Administration degree from the University of Chicago where she specialized in finance and policy, and a Bachelor of Science degree from Cornell University. She has been awarded the Chartered Financial Analyst (CFA) charter and the Certified Financial Planner (CFP®) certificate. In addition, Amy has earned the Certified Divorce Financial Analysts (CDFA™) certificate. She received training as a Mediator certified by DePaul University and trained in the Collaborative Law Process.

Amy founded Barrett Wealth Connection LLC. in 2012 to provide financial planning, investment management, and personalized consulting to individuals, corporations, not- for-profit organizations, and foundations. In a world that is rapidly losing the personal touch, the company offers excellent one-on-one service resulting in close client relationships.

In her free time, Amy enjoys raising her three children, serving as president of a not-to- profit organization and actively contributing to several additional not-for-profits, training and competing event sport horses, traveling, and reading.

Licenses, Certifications and Designations:

  • Master of Business Administration - University of Chicago Booth School of Business
  • Bachelors of Science - Cornell University
  • Charter Financial Analyst (CFA)
  • Certified Financial Planner (CFP®)
  • Certified Divorce Financial Analyst (CDFA™)
  • Mediator - Certified by DePaul University
  • Collaborative Law Professional

Mindy Ross, Registered Paraplanner and Executive Assistant

Mindy Ross, Registered Paraplanner and Executive Assistant

Mindy holds the positions of Registered Paraplanner and Executive Assistant in Barrett Wealth Connection’s Spring Grove, IL office and is a member of the Administrative Team. She supports several functions within BWC including Book Keeping, Marketing Support, and General Assistance with client requests and services. Mindy holds a Bachelor of Science degree in Economics from Carnegie Mellon University in Pittsburgh, PA. Prior to BWC, she worked as a Manager of Information Systems Consulting with Accenture Consulting Services for nearly 10 years. Mindy has also served on many volunteer committees and organizations within the Spring Grove Community, including Board Member for Nippersink School District 2. Mindy joined our team in March 2015.

Strategic Partners

BAM Advisor Services, LLC

Supports independent Registered Investment Advisor firms who share a common approach to the highest standard of client service in starting, building, and managing their organizations. BAM Advisor Services and its related Wealth Management firm, Bucking Asset Management, employs over 100 employees and provides RIA's with assistance in client asset management, client education, compliance, and advisor services.

Dimensional Fund Advisors LTD.

Provides a majority of our mutual funds with our recommended passive investment approach designed to capture market returns in a low-cost, tax-efficient manner. Dimension has approximately 470 employees managing almost $200 billion in assets.

TD Ameritrade, Inc., Charles Schwab Inc. and Fidelity (FFR LLC.)

TD Ameritrade, Inc., Charles Schwab Inc. and Fidelity (FFR LLC.) are custodians to our client accounts. Clients grant us a Limited Power of Attorney (LPOA) to execute transactions on their behalf.