Meet Your Team Connie Weems-Scott, CFP®, MSFS - FOUNDING PARTNER 770.353.6308 Connie@PlanForRetirement.com Connie Weems-Scott is a principal partner with Searcy, Weems-Scott & Quinn in Atlanta, Georgia. She is licensed as a CERTIFIED FINANCIAL PLANNER™ practitioner by the Certified Financial Planner Board of Standards, Inc., Washington, D.C. Connie earned a Bachelor of Science degree from Iowa State University, Ames, Iowa, in Industrial Administration/Marketing. She earned her Master of Science in Financial Services from the American College, Bryn Mawr, Pennsylvania. Additionally she has completed a multidisciplinary program of study focused on seniors’ priority issues.With more than thirty years in the financial services industry and several licenses and registrations in the area of investments and insurance, Connie assists motivated individuals, professionals and business owners to work towards their financial goals. (Securities registrations currently held with LPL Financial.) She is a frequent speaker to groups, associations and corporations, has been featured on radio and taught courses in financial management. She has specialized in working in the areas of retirement transitioning and estate planning. Connie is active with the Financial Services Institute, the Financial Planning Association, the National Aging in Place Council (NAIPC)/Greater Atlanta Chapter (Charter Member), her church, Girl Scouts of U.S.A. and local community. Having served as past President and board member of Women Healthcare Executives, she was named Woman of the Year 2004. She also served five years on the board of SafePath Children’s Advocacy Center, Inc., Marietta, Georgia.For the 8th consecutive year, Connie has been awarded the “Five Star Wealth Manager”* by Five Star Professionals and published in the Atlanta Magazine October 2019 issue. To Connie, family and community involvement are an important part of her life. She and her husband Gordon are adoptive parents. They feel blessed to be sharing their lives with two healthy adult children from Kazakhstan. Connie lives in Marietta, GA, and enjoys reading, running, hiking, boating, travel and theatre.*The Five Star Wealth Manager list is created by Five Star Professionals. The list represents wealth managers in the Atlanta area. The selection was a result of a rigorous process that included a regulatory and consumer complaint review and an evaluation of 10 objective criteria such as credentials, experience and assets under management among other factors associated with wealth managers who provide quality services to their clients. This recognition is from the largest and most widely published wealth manager award program in North America. Wealth Managers do not pay a fee to be included in the research or final list. Working with a FIVE STAR Wealth Manager does not guarantee investment success. “As client centered, independent fee-based planners, our team focuses on what’s important to you. We’re interested in establishing trust and confidence, and building lasting relationships.” - Connie Weems-Scott See My Profile Video - Wealth Manager Selection Criteria Brian Quinn 770.353.6304 Brian@PlanForRetirement.com Brian has been a financial services professional for over 20 years and is a principal partner of Searcy, Weems-Scott & Quinn, a member of Integrated Financial Group, a consortium of independent LPL financial planners in Atlanta, GA.Brian enjoys working with investors who are approaching retirement and going through the retirement transition, helping with the issues of: retirement timing, maximizing Social Security benefits and building a distribution plan to replace their payhecks and sustain retirement spending. He also enjoys working with business owners and busy professionals.Brian has been a featured speaker throughout the southeast to thousands of investors and financial advisors on topics such as wealth accumulation, retirement income distribution and legacy planning.Brian graduated from Shippensburg University of Pennsylvania with a Bachelor of Science in Business Administration degree.He lives in Milton, GA with his 2 children. He enjoys many outdoor activities including biking, hiking, and snow skiing. Al Searcy, MBA, MS - FOUNDING PARTNER Al@PlanForRetirement.com Al Searcy, an original founding partner of Searcy, Weems-Scott & Quinn; Quinn and an original founding member of Integrated Financial Group, has retired as a financial advisor after 32 years of assisting individuals and families in achieving their financial goals to devote more time to pursuing his hobbies and playing with his grandchildren. Al remains on staff to support our advisor team in our efforts to service our firm’s valued client relationships.Al is a graduate of the University of Florida. He earned his Master of Business Administration degree from Kennesaw State University and his Master of Science degree in Finance/Estate Planning from the College for Financial Planning. Al was licensed as a CFP® professional from 1989 to 2018.Al believes in living life to the fullest and in giving something back. He is an active member of his church, the local business association and several non-profit organizations that strive to give a helping hand to those in need. When not at work, Al can be found sailing, fishing, singing with the Georgia Symphony Chorus, or traveling with his best friend and wife Laura. Al and Laura live in Smyrna, Georgia, and have 3 adult children and 2 granddaughters.