Team Members

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...

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...

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.

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...

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...