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Team Members

Matthew R. Barrette, CEPA

Senior Financial Consultant

540-613-8237

540-492-4822

matthew.barrette@lpl.com

Matt is Co-Founder of Market Square Advisors. Market Square Advisors formed in 2013, as a group of eight independent financial professionals who joined together to share their knowledge, experience and resources with the goal of better...

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Thomas E. Davis

Senior Wealth Advisor

540-613-8238

540-492-4822

tdavis@levelfouradvisors.com

Tom is a Senior Wealth Advisor with Level Four Advisory Services, LLC and a Registered Representative with LPL Financial. Tom provides financial advice and direction to small businesses, families and individuals. Tom began his career...

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Jeff L. Macy, M.A.

Wealth Management Advisor

540-283-9575

540-492-4822

jeff.macy@lpl.com

Jeff employs a comprehensive, client-focused approach to financial planning. Such discipline ensures that recommended programs encompass each client's financial goals, time frames and risk tolerance. Jeff has been providing strategies.

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Rudy Najera

Financial Consultant

540-613-8239

540-492-4822

rudy.najera@lpl.com

Rudy Najera is a financial consultant with LPL Financial and Co-Founder of Market Square Advisors. He has 30 years of professional services experience providing financial planning. Rudy’s commitment is to address and design a...

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Kimberly Hylton

Operations Manager

540-613-8236

540-492-4822

kimberly.hylton@lpl.com

Kim has lived in Roanoke since 1991 and is a graduate of Hollins University. Originally from Kansas City, MO, Kim started her career working for Russell Stover Candies corporate offices and Computer Associates. In Roanoke, she has...

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