Our Team

Louis J. Macloskey,CFP, CLU, ChFC | President

 

Louis J. Macloskey, CFP, CLU, ChFC
President of Financial Planning Investment Group, Inc.
Registered Representative
Asset Planning Corporation, Investment Advisor Representative

Louis J. Macloskey, CFP, CLU, ChFC, graduated from the University of Florida in 1969 with a business degree in marketing and economics. The life insurance industry was his first area of interest and he obtained a CLU certification from the American College in Bryn Mawr, PA in 1976.

With a desire to expand into securities and investments, he founded Financial Planning Investment Group in 1979. He went on to further his education and obtained his ChFC certification from the American College in 1982. In 1995, Mr. Macloskey earned his Certified Financial Planner certification and he specializes in comprehensive financial planning. Mr. Macloskey is the President and Chief Compliance Officer of Asset Planning Corporation (a Registered Investment Advisor firm), a noted lecturer and financial columnist.

Email: lou@fpiginc.com

  • Lou holds securities registrations 7, 24, 63 & 65 and can offer securities in the following states: AR, CA, CT, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MO, MN, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, VA, VT and DE
  • As an Investment Advisor Representative of Asset Planning Corporation, advisory services are offered in the states of: FL, NE, NH and NC
  • Lou is licensed to sell insurance and annuity products in the following states: FL, SC, IL, CA, GA and MI

Renee M. Post, CFP  | Vice President

Renee M. Post, CFP
Vice President of Financial Planning Investment Group, Inc.
Asset Planning Corporation, Investment Advisor Representative


Renee graduated from Florida Atlantic University with a B.A. degree in Communications. She then joined Financial Planning Investment Group in 1999. Renee specializes in mutual fund and annuity analysis. Since joining the firm, Renee has earned her Series 7, 24 & 66 registrations and her CFP certification. She also holds licenses in life and health insurance as well as an annuity license. Her areas of focus are portfolio management and annuities.

Email: renee@fpiginc.com

  • Renee holds securities registrations 7, 24 & 66 and can offer securities in the following states: AR, FL, GA, CA, CT, IL, IN, ME, MA, MD, MI, MN, NE, NC, NH, NJ, NY, OH, OR, PA, TN, and VT
  • Renee is licensed to sell insurance & annuity products in the following states: FL, NH, and NJ
  • As an Investment Advisor Representative of Asset Planning Corporation, advisory services are offered in the states of FL, NE, NH and NC

Robert D. Plunkett, CFP, ChFC, CLU, MSFS | Registered Representative

Robert D. Plunkett, CFP, ChFC, CLU, MSFS
Registered Representative
Asset Planning Corporation, Investment Advisor Representative


Bob joined Financial Planning Investment Group in January of 2006, after 30 years of practice in the West Palm Beach area. In addition to his professional certifications, Bob holds Series 7, 63 and 65 Securities registrations, as well as health/life and annuity licenses.

E-mail: Bob@fpiginc.com

  • Bob holds securities registrations 7, 63 and 65 and can offer securities in the following states: FL, KY, NC, NJ, SC and VA 
  • Bob is licensed to sell insurance and annuity products in the following states: FL 
  • As an Investment Advisor Representative of Asset Planning Corporation, advisory services are offered in the states of FL, NE, NH and NC

Norman D. Ballard | Registered Representative

Ballard Associates
Norman D. Ballard
Registered Representative
Cambridge Investment Research Advisors, Inc.,   Investment Advisor Representative

Norman D. Ballard is a graduate of Cleveland Institute of Technology. Throughout his career, Mr. Ballard lended his knowledge to Mrs. Ballard by designing, implementing, and providing technical support for the financial planning analyticals and computer operations of Ballard Associates.

  • Norman holds securities registrations 6, 65, 63, 22 & 27 and can offer securities in the following states: CT, PA
  • Norman is licensed to offer advisory services in the following states: CT 

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. Financial Planning Investment Group and Asset Planning Corporation are not affiliated with Cambridge Investment Research, Inc.


Sheila J. Hirsch | Office Manager / Registered Representative

Sheila joined the firm in August of 1998. She received her Series 7 General Securities registration in July of 1999. Sheilas main duties include Compliance coordination and reporting, Financial Plan Model creation and various client reporting and service functions.

Email: sheila@fpiginc.com


Joyce Beaudoin | Administrative Assistant / Registered Representative

Joyce graduated, cum laude, from the State University of New York with an Associate Degree of Applied Science.  Joyce joined the firm in June of 2006.  Joyce received her  Series 7 General Securities registration in December of 2007.  Joyces main duties include client services, annuity oversight, and administrative functions.

Email: Joyce@fpiginc.com



Judith C. Macloskey | Bookkeeper

Judys main duties include bookkeeping and office support. She handles most of our vendor contacts, as well as our professional licensing and registrations.


Cheryl Hayslip | Receptionist / Administrative Assistant

Cheryl joined the firm in April of 2008.  Her main responsibilities include client reception and special projects that support the administrative staff.

Email: Cheryl@fpiginc.com