About BWM
At BWM, we begin the process by listening to you. In our initial meeting we engage you in thought-provoking conversation and ask you questions that are often over-looked. We want to discover and understand the deepest motivations of your life. These motivations provide powerful foundations for your financial roadmap.
We work with the information you have provided to develop a customized plan to meet your financial needs and goals. We then update your financial roadmap regularly, in order to ensure that you remain focused on accomplishing all of your objectives.
Listen, discover, clarify, plan, update and enrich. That's the BWM process.
Responsible clients know what they want. What is needed is someone who can take on responsibility, assuring all components of their plan continue to work for them beyond the initial application. That is what we do at Barrington Wealth Management.
We assume an ongoing relationship that provides continued accountability and guidance. Through this active partnership, we help you manage life events - both predicted and unpredicted, keeping you on track with your plans.
You have an open invitation to visit! Our office is located in downtown Barrington, and designed with you in mind. Please stop by and experience gourmet coffees, teas and other refreshments. Our conference room features a flat panel monitor with wireless internet access. We feature art from renowned local artists such as Robert Hooper.
Jim Quigley, Consultant and Principal
Jim is an experienced financial consultant with twenty years of service
to clients. As a Certified Financial Planner, Jim's qualifications and
expertise has provided guidance to both individuals and businesses. He
is married to Jennifer and has four children: J.D., Ashley, Courtney and
Chloe. He is active in the Barrington community and coaches youth sports
in Barrington. He is involved with many charities, including Kids Around
The World.
Rick Hopf, Consultant and Analyst
Rick has been working as a financial consultant since 2003 and has been
assisting Jim with his client's investment needs since 2005. He is a graduate
of Case Western Reserve University, where he majored in chemical engineering.
He is married to Kristie and enjoys the occasional game of volleyball
in his free time. He also actively supports the MS 150 bike tour, Relay
for Life, and Habitat for Humanity.
Bobbie Gustafson, Client Service Associate
Bobbie joined Jim's team in 1999 and quickly progressed to an associate.
She assists Jim in all aspects of the business, focusing on client relationships
and needs. She enjoys spending time with her children and grandchild.
She is an active participant at her church, Hands of Hope, and has traveled
on mission trips to Africa and Costa Rica.
