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Team Members

Matthew R. Barrette, CEPA

Senior Financial Consultant

540-613-8237

540-492-4822

matt@marketsquareadvisors.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

tom@marketsquareadvisors.com

Tom is a Senior Wealth Advisor with Market Square Advisors 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, ChFC®, AIF®, M.A.

Financial Advisor

540-525-5308

540-492-4822

jeff@marketsquareadvisors.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@marketsquareadvisors.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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Ryan Kerr

Financial Advisor

540-613-8236

540-492-4822

ryan@marketsquareadvisors.com

A dedicated financial advisor, Ryan Kerr helps young professionals, families, and business owners navigate every step of their financial journey.

 

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