Who We Are
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 being around her family, actively contributing to several not-for-profits, riding her horses, traveling, and reading.
Licenses, Certifications and Designations:
- Master of Business Administration – University of Chicago Booth School of Business
- Bachelors of Science – Cornell University
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP®)
- Certified Divorce Financial Analyst (CDFA™)
- Mediator – Certified by DePaul University
- Collaborative Law Professional
Vickie Dorgan
CFA®, CFP®, CIMA®
Vickie began her career performing business valuations at Duff & Phelps, went on to plan and incubate wealth management strategies at BMO/Harris, and then, co-managed a $1.6 billion endowment at Northwestern Memorial HealthCare. Later, she moved from the institutional side of the investment management to work with individuals. At BWC, Vickie serves as a Wealth Advisor and supports the investment process.
Vickie has Masters in Business Administration from the University of Chicago Booth School of Business, with a specialization in Finance and concentration in Accounting. Her undergraduate degree is in Economics from the University of Chicago. Vickie holds the CFA, CFP® and CIMA® designations.
Outside of the office, Vickie helped launch arts outreach programs targeting early elementary age children with three groups she has been affiliated with: Ravinia Women’s Board; The Smart Museum of Art (University of Chicago); and Rotary Chicago Financial District. Vickie lives near the River Walk in Chicago and enjoys traversing it with her young Pug, Tom. She enjoys writing and teaching people about the power of compounding.
Licenses, Certifications and Designations:
- Master of Business Administration – University of Chicago Booth School of Business
- Bachelors of Arts – University of Chicago
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Completed EVOKE training at the Kinder Institute for Life Planning
Rachel Barrett
Rachel has begun her career by joining Barrett Wealth Connection, with the aim of learning the business from the ground up. Her roles include office administration, marketing, and advisor support.
Rachel holds a Bachelor of Science degree from Auburn University. She is taking courses at the American College of Financial Service in hopes of obtaining the Certified Financial Planner designation. Her career goal is to provide Holistic Wealth Management services to the next generation.
In her free time, Rachel enjoys being around her friends, riding her horses, and traveling.
Barrett Wealth Connection LLC is a Registered Investment Advisor in Illinois, Wisconsin, and Colorado.
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