Our Qualifications

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

  • Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Members FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor.  Progressive Financial Planning Services, Inc. is independent of Concourse Financial Group Securities, Inc.
  • 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 : AZ, CAS,CO, FL, GA, IL, IN, MN, NM, OH, UT and WI
  • Producer of Life, Accident, and Health Insurance in: IL, IN and FL
  • ​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® 
  • Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Members FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor.  Progressive Financial Planning Services, Inc. is independent of Concourse Financial Group Securities, Inc.
  • 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 in IL
  • Licensed General Securities Representative in: AZ, CAS, CO, IL, IN, OH, 
  • 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 as a finance manager.   John and his wife,  Agnes live in Lisle, IL.  They have two grown children and two grandsons.  John enjoys walking and golfing whenever he gets the opportunity.