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.
Our staff combines years of valuable experience dealing with a variety of clients utlizing the Barrington Wealth Management process. We serve our clients by constructive synergy in collaboration with our entire staff through brainstorming, research and continual analysis. Barrington Wealth Management is client-centered providing principled financial leadership. The company continues to provide greater stability through solid growth in both staff and resources, ensuring that BWM client needs are well taken care of. With three financial advisors on staff, Barrington Wealth Management offers a deeper perspective than one individual could ever provide. Securities and advisory services are offered through LPL Financial, Member FINRA/SIPC.
Jim Quigley, Consultant and Principal
Jim is an experienced financial consultant who got his start in the financial
services industry in 1987. As a CERTIFIED FINANCIAL PLANNER™
professional, Jim's qualifications and expertise have provided
guidance to both individuals and businesses. With a degree from Indiana
University, he founded Barrington Wealth Management in 2007 to better
serve clients planning and investment needs.
He is married to Jennifer and has four children: J.D., Ashley, Courtney and Chloe. He is active in the Barrington community and youth sports. After coaching several years he focused his effort on helping players by developing The Barrington Softball Academy. He is active with charities focused on compassion, including Kids Around The World, International Justice Mission, and Feed My Starving Children.
David Andrews, Consultant and Principal
David has eighteen years of experience as a financial consultant to his
clients. He is a CERTIFIED FINANCIAL PLANNER™ professional and has
worked with both individual and business clients and is committed to understanding
what clients want in their financial planning. With an MBA from DePaul
University and a degree from Indiana University, he brings considerable
knowledge in the area of wealth management, trusts and estate planning.
David is married to to Julie and has two children, Graham and Justin. He is also active in Barrington youth sports and youth ministry programs at St. Anne's Church.
Rick Hopf, Consultant and Analyst
Rick has been working as a financial consultant for seven years and has
been a part of BWM since its inception. He is a graduate of Case Western
Reserve University, where he majored in chemical engineering.
Rick is married to Kristie and has two children, Sienna and Wyatt. His hobbies include volleyball, biking, and any athletic event that supports charity. Plans for 2010 include the MS 150, Spike for Kids, Relay for Life, BED volleyball fundraiser, and others.
Bobbie Gustafson, Client Service Associate
Bobbie joined Jim's team in 1999 and quickly progressed to an associate.
She assists Barrington Wealth Management in all aspects of the business,
focusing on client relationships and needs.
She enjoys spending time with her children and grandchildren. She is active in church ministries, which include teaching children and kitchen ministry. She loves to serve and has been involved in the Hands of Hope Garden Walk, as well as mission trips to Africa and Costa Rica.
