360 West Illinois Street, Unit 5A
Chicago, IL 60654
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Evidence-based investing, retirement, life transitions,
About My Practice
Barrett Wealth Connection was founded by Amy Barrett in 2012 as a fee-only registered investment advisory firm. Amy and Vickie act as fiduciaries, in the best interest of their clients. Barrett Wealth Connection is affiliated with Buckingham Strategic Partners. Both Amy and Vickie have access to Dimensional Funds.
About Vickie Dorgan
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 an MBA from the University of Chicago Booth School of Business, and holds the CFA,CFP® and CIMA® designations. Vickie completed the EVOKE five day training at the Kinder Institute for Life Planning. 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.
AB in Economics from The College, University of Chicago MBA with Specialization in Finance and Concentration in Accounting from The Booth School of Business, University of Chicago Term of study, on exchange, at London Business School Chartered Financial Analyst, designated CFA Certified Financial Planner, designated CFP® Certified Investment Management Analyst, designated CIMA®
Fee-only planning Investments managed for a fee based on assets under management