Park Square Financial Group LLC

Kaila Brooks is a financial advisor at Park Square Financial Group LLC with one year of industry experience. She holds a Series 65 designation and has previously worked with Csenge Advisory Group, Lion Street Financial, Ansley Golf Club, and Georgia Southern University. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management, financial planning, and consulting services. The firm employs an asset-allocation approach with equities, ETFs, and mutual funds, using third-party model managers and offering a wrap fee program that consolidates advisory and execution functions.

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® professional with 25 years of industry experience, currently serving at Park Square Financial Group LLC. He has held roles at multiple financial firms, including Transamerica Financial Advisors and Lion Street Financial. Swiney is a licensed insurance agent providing insurance products alongside his advisory services. Park Square Financial Group is an SEC-registered investment adviser that serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management, financial planning, and limited consulting services. The firm employs an asset-allocation approach using third-party model managers and administers wrap fee programs that integrate advisory, execution, custody, and reporting functions.

Gary Burger is a financial advisor at Park Square Financial Group LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Park Square Financial Group, he operated Gary Burger Investments LLC since 2008. Additionally, Gary is a licensed insurance agent. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates with discretionary investment management, financial planning, and consulting services. The firm employs an asset-allocation approach that uses equities, ETFs, and mutual funds, and it serves as a wrap fee program sponsor managing advisory accounts through third-party model managers and administrative services.