Colleen Barrett

Client Services Representative

How I arrived at RWM:

“After graduating from Western Illinois University, I got a job working retail at a high-end wine and gourmet food store, which was where I found my love for all things food and wine. Eventually the owner sold the store and I started working at AXA Advisors doing administrative work for various advisors. It was there that I met Brian Rosen and Jonathan Novy and started working for them. When they decided to leave AXA I knew I wanted to keep our working relationship going and I joined them.”

Favorite part of the job:

“For me it is the personal connection I feel to the people I work with and the clients we service. I really enjoy getting to know them and their families.”


Western Illinois University, B.S. Social Work

When I’m Not Working:

“I just got married in September. My husband Stuart and I enjoy spending time with our family, especially Sunday family dinners. We love to cook and travel. Stuart is from England so we enjoy our time spent overseas visiting with his family and catching the occasional Manchester United game.”


Call 847-272-5365 or email