Our Qualifications

Robert K. Thompson, CFP, MBA is a Registered Representative of ProEquities,Inc., a registered broker-dealer and member FINRA and SIPC. ProEquities' home office is located at 2801 Highway 280 South, Birmingham, AL 35223, (800) 288-3035. Progressive Financial Planning Services, Inc. is independent of ProEquities. Bob is also President of Progressive Financial Planning Services Inc. and has a broad financial background. Bob has a Masters in Business Administration from Keller Graduate School of Management, and a Bachelor of Science in Accounting from the University of Illinois where he placed in the top 20% of his class. Bob is a fully licensed CFP and is a member of the Institute of Certified Financial Planners and is also a member of the FPA, (Financial Planning Association).

Bob is a licensed General Securities Rep. (Stockbroker) in IL, IN, CO, FL and WI. Bob is also a Producer for Life, Accident and Health Insurance in Illinois, Indiana, Florida and Wisconsin. Bob has been a financial planner since 1989.




 

John J McInerney, CPA is a Registered Representative of ProEquities,Inc., whose home office is located at 2801 Highway 280 South, Birmingham, AL 35223, (800) 288-3035. Progressive Financial Planning Services, Inc. is independent of ProEquities.
 
John is a  retired Finance Manager from UPS where he was employed for 35 years. John is a University of Illinois at Chicago graduate with a Bachelor of Science in Accounting.   John is working towards his accreditation as a CFP, Certified Financial Planner.


John is a licensed General Securities Rep in IL, IN, and WI.   John is also a Producer for Life, Accident and Health, Property and Casualty Insurance in Illinois.