MARKET SQUARE ADVISORS - Key Persons
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.
Job Titles:
- Co - Founder
- Senior Financial Consultant and Co - Founder
Matt is Senior Financial Consultant and Co-Founder of Market Square Advisors, LLC., and a Registered Representative with LPL Financial. Market Square Advisors formed in 2013 when a group of eight independent financial professionals joined together to share their knowledge, experience and resources with the goal of better serving their client's financial needs. Matt serves as the Chairman of the Market Square Advisors Investment Committee and also serves as the Branch Manager of the Roanoke Virginia Location.
Job Titles:
- Financial Consultant
- Financial Consultant With LPL Financial
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 services. Rudy's commitment is to address and design a personal economic techniques to address each client's concerns and needs to pursue their long-term financial goals. Rudy's strength is developing a diversified investment and estate conservation portfolio that is tailored to each client's goals and desired outcomes. Born and educated in Los Angeles at the University of Southern California, California Polytechnic University earning a Bachelor's Degree in Business Administration and a minor in Finance & Marketing. He resides in with his wife Krystyna for the past 20 years in beautiful Roanoke, Virginia.
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 dedicated financial advisor, Ryan Kerr helps young professionals, families, and business owners navigate every step of their financial journey.
Ryan has always loved helping people in his previous sales career and has a unique ability to build trusting, long-standing relationships. He decided to leverage these passions and become a financial advisor when he realized the power of helping people navigate what can be a very complex landscape.
Ryan's mission is simple… to serve as a financial guide by first understanding your needs and then providing appropriate advice and a comprehensive roadmap to help you work towards your personal vision of success.
Whether you are in the corporate world, recently started a business, are retired or soon to be retired, Ryan will work with you to determine your short and long-term financial goals. This starts by identifying your risk tolerance, then creating a plan to address your evolving goals.
With every interaction Ryan delivers exceptional service, with true compassion, always ensuring you are both comfortable and confident in the steps being taken.
Acting in a fiduciary capacity in advisory client relationships, it is Ryan's legal duty to put your needs first and act in your best interest while maintaining full transparency throughout the financial planning process.
Ryan graduated from Radford University with a bachelor's degree in history and social science.
He lives in Roanoke, VA with his wife, Blair, and their child, Hayden. Outside of the office, Ryan enjoys hiking, reading, swimming, and spending time with friends and family.
Job Titles:
- Senior Wealth Advisor With
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 in 1986 and spent the last 24 years with the John Hancock Financial Network before joining LPL Financial. He has earned series 7, 63 registrations (held with LPL Financial) and 66 registrations (held with both LPL Financial and Integrated Partners) in addition to Life and Health insurance licenses.