Understanding

Comes from experience

The Lexington branch consists of 15 highly trained experienced financial advisors looking to serve and work with successful families, business owners, institutions and professionals. This office has over 200 years of industry experience and utilizes these past experiences in delivering the ultimate client experience. Our advisors include: Tinder Harris, Allen Garner, Aaron Ammerman, Bill Land, Peter McFarland, Matt Fresca, Marc Cobane, Mark Korona, David Demarest, Greg Yeary, Micah Kinnett, Brad Borough, Greg Turcotte, Melanie Cain, and Buck Woodford.

Matthew Fresca

Branch Manager

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. He also received his B.A from Transylvania University. Matt is a member of the Kentucky Bar Association.

Registered States:
  • AZ
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MO
  • NC
  • NY
  • OH
  • PA
  • SC
  • TN
  • VA
  • WA
  • WV

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors , 2020, 2021, 2022

Education

  • Samford University, Juris Doctorate
  • Samford University, MBA
  • Transylvania University, B.A.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
307 South Ashland Avenue
Lexington, KY 40502

Email Me

The Lexington branch consists of 15 highly trained experienced financial advisors looking to serve and work with successful families, business owners, institutions and professionals. This office has over 200 years of industry experience and utilizes these past experiences in delivering the ultimate client experience. Our advisors include: Tinder Harris, Allen Garner, Aaron Ammerman, Bill Land, Peter McFarland, Matt Fresca, Marc Cobane, Mark Korona, David Demarest, Greg Yeary, Micah Kinnett, Brad Borough, Greg Turcotte, Melanie Cain, and Buck Woodford.

Matthew Fresca

Branch Manager

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. He also received his B.A from Transylvania University. Matt is a member of the Kentucky Bar Association.

Registered States:
  • AZ
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MO
  • NC
  • NY
  • OH
  • PA
  • SC
  • TN
  • VA
  • WA
  • WV

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors , 2020, 2021, 2022

Education

  • Samford University, Juris Doctorate
  • Samford University, MBA
  • Transylvania University, B.A.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
307 South Ashland Avenue
Lexington, KY 40502

Email Me