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About Park Square Financial Group, LLC

Park Square Financial Group® is a Financial Services firm. 

Our Roswell team is composed of five advisors, Bill Coffeen, Don Ruffin, Bryan Scott, Scott Swiney, David Champion and three administrative support people, Carmella Sheahan, Dianne Farrior and Marilyn Shea.

We offer a diverse array of financial planning services which include risk management, college planning, estate planning, debt management, investment planning and our primary focus:  retirement planning.  Preparing for and understanding how to maximize your retirement income is clearly one of the most important financial concerns most people have today.  Through comprehensive hands-on seminars and consultations, we offer a clear understanding of the retirement planning process and strategies for the conservation of wealth.

All five advisors regularly embrace ongoing professional education and have been involved in the Georgia chapter of the Financial Planning Association.  Our team enjoys working with clients who understand the value of planning with the goal to reap the rewards of doing so. 

 


Our investment advisor representatives with FSC Securities Corporation have the following credentials:

Insurance Licenses -Health, Life, Disability, Variable Life, Variable Annuities.

Securities Registrations -   Series 6, 7, 63, 66

Associations - Financial Planning Association (FPA)

 

Our Team

Bill Coffeen holds a Bachelors degree from Wittenberg University and a Masters degree from the University of Arizona.  Prior to becoming a Certified Financial Planner™ Professional, Bill held various executive positions with national homebuilding corporations and the Boy Scouts of America.  Bill currently heads up our firm's risk management department.  He obtained his Certified Financial Planner™ designation in 2004.  Bill is actively involved in the local chapter of the Sons of the American Revolution (SAR) and his church, Due West United Methodist.  He currently serves on the Board of Directors at Georgia United Methodist Foundation.  

Don Ruffin is a native Atlantan and holds a BBA in Finance and Economics degree from Mercer University.  Prior to becoming a Certified Financial Planner™ Professional, Don worked at what is now Bank of America in the estate tax department and the tax department of Georgia Power.  Don currently heads up our firm's investment research and management department.  He obtained his Certified Financial Planner™ designation in 2005.  Away from the practice, Don enjoys reading, golf, travel and spending time with family and friends.

Bryan Scott holds a Bachelors and Masters Degree in Accounting Taxation from the University of Florida.  He became a Certified Public Accountant while working at Deloitte & Touche in 1998.  As he broadened his career in financial services Bryan obtained his Certified Financial Planner™ Professional designation in 2000.  He enjoys reading, watching football, travel and spending time with family and friends.

Scott Swiney attended the University of Alabama obtaining a degree in Finance. Upon graduation he entered the financial services industry working for a large firm where he garnered recognition and attended top educational programs such as Retirement Planning Specialist conducted through the Wharton School of Business and a 2 year program on Advanced Asset Allocation and practice management conducted by professors from Harvard and Case Western universities. After 10 years Scott launched his own firm Broadview Financial Group and in 2017 Scott joined Park Square Financial as one of its principals.

Scott balances his passion for helping clients with his family life composed of Elana, his wife, and their two children, Aaron and Abigail. In his free time Scott enjoys golf and outdoor fitness activities and participating in his kids' sports and other activities.

David Champion has been in the financial services industry for over 33 years serving clients across the southeast.  David’s practice is focused on the area of retirement income planning and a large number of his clientele are retirees from AT&T and similar companies. David believes that the importance of retirement planning deserves a personal one on one relationship with a human being and not someone on the end of a 1-800 number. David joined Park Square Financial in 2017.

Away from work David runs a working cattle operation and spends time with his wife Cindy. David is also very proud of his daughter, Robbie, who lives and works on Capitol Hill in Washington, D.C.

Carmella Sheahan grew up on Long Island but returned to her home state of Alabama where she attended and graduated from Auburn University with a Bachelor's degree.  She and her husband, Steve, presently reside in Roswell and have four grown sons and a daughter.  Carmella joined our firm in 2009 and serves as our team's Senior Registered Administrative Assistant.  As part of the vital role she plays in our organization, Carmella assists our clients in creating and maintaining their various accounts.  As a Series 7 and 63 securities registered professional she can execute securities trades based upon a financial advisor's recommendations and our client's confirmation.  Carmella is an accomplished equestrian who loves riding weekly and competing at local horse shows whenever possible.

Dianne Rodgers Farrior grew up in Troy, Alabama and moved to Marietta,
Georgia in 1980.  She has a BS in Mathematics from Auburn University. 
Dianne was a partner in a financial and tax practice before she joined Park Square Financial in 2015 as our Registered Administrative Assistant.  She has two daughters and six grandchildren.  Dianne's hobbies include reading, needle crafts, genealogy and spending time with family, friends and her Red Hat Society Sisters
.

Marilyn Shea joined our firm in 2017 as our Client Care Coordinator.  It is her cheerful voice you frequently hear when setting review appointments or coordinating various educational events we hold throughout the year.  Her devotion to taking care of our clients shines through everything she does from sending out get well cards to birthday and anniversary greetings.  Marilyn resides in Kennesaw, Georgia where she is a wife to Jeff Shea, a mother to seven wonderful children, and a grandmother blessed with six incredible grandchildren.


 
 
 

(Investment Advisor Representative)

Bill Coffeen, CFP®, Don Ruffin, CFP®, Bryan Scott, CFP®,
Scott Swiney, David Champion

Georgia Office:                                                 Alabama Office:
55 Park Square, Suite 103c                               3100 Lorna Rd., Suite 106
Roswell, Ga. 30075                                            Birmingham, AL 35226
Ph: 770-641-1401     Fax: 770-641-9892           Ph: 205-988-4102    Fax:  866-874-3512

Securities and investment advisory services offered through FSC Securities Corporation, member FINRA, SIPC and a registered investment advisor. Insurance services offered through Park Square Financial Group independently of FSC Securities Corporation.
   
Notice: Authorization to buy or sell securities cannot be accepted by Email or recorded phone messages. All trades must be confirmed by phone before execution.
 
This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AL, CA, CT, DC, FL, GA, IL, KS, MD, MI, MO, MS, NC, NJ, NV, SC, TN, TX, VA, WA, WV, WY.
  
IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
 


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