Barrett Wealth Connection LLC

Amy Barrett is a CFP® and CFA® with 18 years of experience in financial advising. She has been with Barrett Wealth Connection LLC since 2012. Outside of her advisory role, she volunteers as a pro-bono investment manager for Congregation Am Echod and serves on the board of the Illinois and Dressage Combined Training Association. Barrett Wealth Connection LLC provides wealth management, financial planning, and retirement-plan advisory services to individual clients, including high-net-worth households, as well as pension plans, foundations, and not-for-profit organizations. The firm emphasizes written Investment Policy Statements and a discretionary, buy-and-hold investment approach, and offers educational seminars at no charge as part of its client and participant outreach.

Victoria Dorgan is a CFP® and CFA® with 20 years of industry experience. She has been with Barrett Wealth Connection LLC since 2017 and has prior experience at Assurity Life and Raymond James Financial Services. Outside of her advisory role, she is active in nonprofit and community organizations, including volunteering with the Women’s Literacy Society and the Women’s Board of Ravinia Festival Association, and she works as a professional speaker and author on financial education topics. Barrett Wealth Connection LLC serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm provides wealth management, financial planning, and retirement-plan advisory services, emphasizing written Investment Policy Statements and a discretionary, buy-and-hold investment approach with periodic tax-loss harvesting.