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 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...

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...

A client relationship manager, Ryan helps individuals, their families and business owners navigate every step of their financial journey...