Amy L. Barrett, MBA, CFA, CFP®, CDFA

About Me

About My Firm

Principal, CIO, and Financial Advisor

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

Amy's career spans over 24 years, including owning a membership at the Chicago Board of Trade and asset management for Lotsoff Capital Management, a Chicago-based investment manager. 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 (CDFATM) certificate. Recently, she received training as a Mediator certified by DePaul University and trained in the Collaborative Law Process.

Amy joined Voyager Capital Management in November 2009 and serves clients through the Lake Geneva and Brookfield, WI offices as well as the new office in Rockford, Illinois

In her free time, Amy enjoys raising her three children, serving as President of Congregation Am Echod, training and competing event sport horses, traveling, and reading.


1983

Master of Business Administration (MBA) degree from the University of Chicago Booth School of Business where she specialized in finance and policy
Bachelor of Science (BS) Degree from Cornell University where she specialized in Farm Production and Management as well as Agri-business

Chicago, IL and the N.W. suburbs; Rockford, IL; Milwaukee, WI and the S.W. area

Financial Planning, Retirement Planning, Investment Management, Wealth Management, Portfolio Management, Tax Planning, Charitable Gifting, Estate Planning, Education Planning, Asset Management, Business and Continuity Planning, Divorce Planning , Collaborative Law Divorce , Divorce Mediation

Voyager Capital Management is an SEC Registered Investment Advisory (RIA) firm specializing in portfolio management and advanced tax planning, including estate and charitable planning. The firm manages just under $250 million for trusts, individuals, not-for-profit organizations, retirement plans, and charitable foundations. The firm was formed in 1995, and our team of employee professionals brings more than 65 years of combined experience to help you accomplish your goals. We have offices in Lake Geneva, Wis., Rockford, Ill., and the Milwaukee suburb of Brookfield. Our advisors are active in the business and civic life of those communities, and our firm supports the communities in a variety of ways, including, for example, the summer Music by the Lake program on Geneva Lake.

As an RIA firm, we are held to a fiduciary standard that is much higher than traditional advisors, stockbrokers and financial planners. We have a fiduciary duty to act in the best interest of our clients.

Our client services are nationwide. Currently, the firm assists clients in the following 23 states:

•Arizona
•California
•Colorado
•Connecticut
•Florida
•Illinois
•Indiana
•Iowa
•Maryland
•Michigan
•Minnesota
•Montana
•North Carolina
•North Dakota
•New York
•Oklahoma
•Oregon
•South Dakota
•Texas
•Virginia
•Vermont
•Washington
•Wisconsin



In this age of faceless companies and global corporations, we have decided to stick to away of doing business that treats our clients as special. We are dedicated to taking extra time and making extra effort to understand our clients’ lives, goals, and dreams, not just their current financial assets.

Our advisors are committed to crafting financial plans unique to each client and truly in each client’s best interests. We’ve have formed Voyager Capital Management, LLC, with such professionals – extraordinary individuals who have the skills, experience, wisdom, insights, personality, and respect required to give you unequaled service and confidence in your life plans.

You can choose from numerous management firms – and many of those will give you good service. But if you want exceptional service from advisors who truly understand the way you live and the way you wish to live, you deserve the extraordinary and highly credentialed team of professionals at Voyager Capital Management, LLC.

We are not for everybody, nor do we intend to be; we don’t want to dilute the quality attention reserved for each client. We never want our clients to think they are just a file. If you would like us to be your partner – thus benefiting you through our commitment and excellence in financial planning, investment management, and personalized consulting – let’s talk.

Call Voyager Capital Management, LLC, at 800-998-1013. We’ll chart a course for the lifestyle you deserve.