Park Square Financial Group LLC

Kaila Brooks is a financial advisor at Park Square Financial Group LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Csenge Advisory Group, LLC and Lion Street Financial, along with work experience at Ansley Golf Club and Georgia Southern University. Park Square Financial Group serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach that integrates fundamental, quantitative, and technical analysis, primarily using equities, ETFs, and mutual funds within a wrap fee program structure.

Donna Gordon is a CFP® with 25 years of industry experience. She is currently with Park Square Financial Group LLC and previously worked for Wesban Financial Consultants, P.C. for 25 years. Outside of her advisory role, she serves on the board of directors for Trinity Counseling, Inc. and is president of Little Whiskers Rescue Ranch, a charity focused on rescuing cats. Park Square Financial Group serves individual and high-net-worth clients, trusts, and estates with discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach and primarily operates its advisory business as a wrap fee program sponsor.

Donald Ruffin is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Park Square Financial Group LLC and has held roles at Csenge Advisory Group, Lion Street Financial, and FSC Securities. Outside of his advisory work, he manages Midtown 86 Properties, LLC, overseeing property maintenance and tenant relations. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach with equities, ETFs, and mutual funds, uses third-party model managers, and operates a wrap fee program that integrates advisory, execution, custody, and reporting services.

Jerry Swiney is a CFP® with 25 years of industry experience and is currently affiliated with Park Square Financial Group LLC. He has held roles at Park Square since 2016 and has worked with Csenge Advisory Group and Lion Street Financial. In addition to his advisory duties, he is a licensed insurance agent providing insurance products. Park Square Financial Group serves individual and high-net-worth clients as well as trusts and estates, offering discretionary portfolio management, ongoing investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach and manages all advisory clients within a wrap fee program.

Gary Burger is a CFP® with 20 years of industry experience, currently serving at Park Square Financial Group LLC in Roswell, GA. His prior experience includes roles at Csenge Advisory Group, Gary Burger Investments LLC, and American Wealth Management, Inc. Gary is also a licensed insurance agent. Park Square Financial Group serves individual and high-net-worth clients, trusts, and estates by providing discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach combining fundamental, quantitative, and technical analysis, and primarily operates its advisory business as a wrap fee program sponsor.