Team Don Ruffin CFP® Managing Partner (770) 641-1401 email@example.com Don began his career preparing estate tax returns for what is now Bank of America. He later worked for many years at Georgia Power in their corporate tax department.Don is a financial advisor and founding partner who has applied his experience and skills in the corporate world to help clients find confidence in their own financial planning and investments.Don holds a BBA degree in Finance and Economics from Mercer University. He obtained His CERTIFIED FINANCIAL PLANNER™ professional designation in 2005. Scott Swiney CFP® Managing Partner (205) 988-4102 firstname.lastname@example.org Scott is passionate about being his clients go to financial coordinator. Helping clients drive desired retirement outcomes has been the cornerstone of his practice since 1999. He also has extensive experience working with small businesses and 401(k) employer plans.Scott holds a degree in Finance from the University of Alabama. He has also completed well recognized educational programs such as Retirement Planning Specialist through the Wharton School of Business and Advanced Asset Allocation and Practice Management courses conducted by Harvard and Case Western Faculty. Scott merged his existing practice with Park Square Financial Group in 2017 and expects to obtain his CERTIFIED FINANCIAL PLANNER™ professional designation in 2018. David Champion Financial Advisor (334) 303-3311 email@example.com David is focused on the area of retirement income planning and has developed a specialty in helping AT&T employees prepare for and navigate retirement successfully. David Champion has been in the financial services industry for over 33 years serving clients across the southeast and became affiliated with Park Square Financial Group in 2017. Carmella Sheahan Senior Registered Administrative Assistant (770) 641-1401 firstname.lastname@example.org Carmella is a series 7 and 63 securities registered professional and can execute securities trades based upon a financial advisor’s recommendations and our clients’ confirmation. She also assists in creating, maintaining and servicing client accounts. She joined Park Square Financial Group in 2009 bringing with her years of industry experience.Carmella has a Bachelor’s degree from Auburn University. Dianne Farrior Registered Administrative Assistant (770) 641-1401 email@example.com Dianne grew up in Troy, Alabama and moved to Marietta, Georgia in 1980. For many years Dianne was a partner in a financial and tax practice before she joined Park Square Financial Group in 2014. As a series 7 and 63 securities registered professional she is well equipped to support the needs of our clients from both a tax and account maintenance perspective. Dianne has a BS in Mathematics from Auburn University. Tiffany Bruce Client Care Coordinator (Birmingham Office) (205) 988-4102 firstname.lastname@example.org Tiffany is the newest member to join our team in 2017 as client care coordinator in our Birmingham office. Even though she is new to the industry she has quickly settled into her role assisting clients and providing exceptional service.Tiffany is not registered with Lion Street Financial.