Our Qualifications

Robert K. Thompson, CFP®, MBA, AIF, CRSP 

  • 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.
  • Bachelor of Science in Accounting - University of Illinois 1982
  • Master of Business Administration - Keller Graduate School of Management 1988
  • FINRA AND SIPC Member since 1989
  • Member of the Financial Planning Association 1990
  • Member of Institute of Certified Financial Planners since 1991
  • Fully Licensed Certified Financial Planners Registry of Practitioners since 1994
  • Accredited Investment Fiduciary since 2016
  • Certified Retirement Services Professional since 1997
  • Licensed General Securities Representative in : IL, IN, CO, Fl, OH, MI and WI
  • Producer of Life, Accident, and Health Insurance in: IL, IN, FL, WI
  • Rob is married and has three grown children, a granddaughter and has recently adopted another son.  He is a longtime resident of Oak Lawn, IL, and enjoys golfing, cycling, and leading the music ministry at his church with his wife, Edith.

 

John J McInerney, CPA, CFP® 
  • 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.
  • Bachelor of Science in Accounting - University of Illinois 1979
  • Certified Financial Planner 
  • Certified Public Accountant
  • Member of The Institute of Certified Financial Planners since 2011
  • Member of the American Institute of Certified Public Accountants since 1980
  • Producer of Life, Health, Auto, Home, Long Term Care Insurance
  • Licensed General Securities Representative in: IL, IN, CO, MI, OH, and AZ
  • John has been in the financial planning industry since 2009, and joined Progressive Financial Planning Services after his retirement from United Parcel Service where he was employed for almost 35 years.   John is married to his wife, Agnes and live in Lisle, IL.  They have two grown children and one very recent grandson.  John enjoys walking and golfing whenever he gets the opportunity.