Financial Advisor, CFP®
Amy is a Financial Advisor and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Amy is focused on listening to her clients and helping them navigate their financial journey across life’s big questions – paying for kids’ education, planning for retirement, caring for aging parents, making a difference philanthropically, and more. A driven problem solver, Amy loves tackling the complexities of the financial world and creating effective strategies her clients can understand. She enjoys working with people of all ages and backgrounds, and as a fiduciary, Amy is steadfast in her commitment to serving her clients with only their best interest in mind.
Amy grew up in Louisiana and credits her diverse background for preparing her to be a successful financial advisor. Starting her career on Wall Street, Amy worked in the investment banking divisions of both Goldman Sachs and Morgan Stanley before moving into corporate finance and strategy roles at several Fortune 500 companies. Her experience has been instrumental in bridging Wall Street with Main Street and helping her clients achieve their goals. She joined Barrett Financial because of the firm’s commitment to approaching every client situation from a holistic financial planning perspective with an emphasis on building a lifelong partnership with clients.
Amy holds a BA in Economics from Stanford University and serves on the board of directors for Economic Development Alliance of Skagit County (EDASC) and Anacortes Waterfront Alliance (AWA). Her personal hobbies include music and the arts, playing tennis, hiking, traveling, and embarrassing her kids as much as possible.
Do you have a secret hidden talent?
I was a competitive figure skater who traveled nationally hoping to qualify for the Olympics one day. I can say that my spins and jumps are now only done for comedic effect.
What is your favorite vacation spot?
The Amalfi Coast – unbelievable natural beauty, fantastic food, and wonderful people.
What part of Barrett Financial makes you most excited?
I am most excited about our continued growth and expertise in socially responsible investing. I firmly believe that climate change is not an environmental issue, but an economic one, and that we need to adjust to this new reality. I would like investors to know that you do not have to give up returns in order to access some degree of sustainability.