Matt Fresca has over 15 years of wealth management experience helping clients reach their financial goals. In terms of his professional credentials, Matt is a FINRA-Registered General Securities Representative, Registered Investment Advisor Representative, and holds life insurance and variable annuity licenses.  He has also received the CERTIFIED FINANCIAL PLANNER™ designation. Matt received his Juris Doctorate (JD) and MBA from Samford University and received his B.A. from Transylvania University.  He is also a member of the Kentucky Bar Association. 

When he isn't in the office working with his clients and managing the branch, he thoroughly enjoys spending time with his 2 children, Jake and Maddie, and his wife Misty.  UK basketball and football are also among Matt's interests, and once in a while you may catch a UK game on in his office especially during the NCAA tournament.

Matt is committed to providing a high level of personal service and trusted advice that fully aligns with your personal values and expectations. He seeks to foster long lasting, meaningful relationships sustained by expert knowledge, professional integrity and exceptional personal service.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Certified Divorce Financial Analyst (CDFA)

• Cumberland School of Law at Samford University, Birmingham, Alabama
• MBA Samford University, Birmingham, Alabama
• Transylvania University, Lexington, Kentucky

• FINRA Series 66
• FINRA Series 7
• FINRA Series 9/10
• State of KY Insurance - Life, Health, Accident, Long Term Care

AZ, CA, FL, GA, IL, IN, KY, MA, MO, MS, NC, NY, OH, SC, TN, UT, VA, WA, WV