Understanding

Credentials that build confidence

Matt has over 20 years of wealth management experience helping clients reach their financial goals.  He is a FINRA-Registered General Securities Representative and Registered Investment Advisor Representative, and he holds life insurance and variable annuity licenses. Matt earned the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor (CEPA®) designations.  He received a law degree and MBA from Samford University and a Bachelor of Arts degree from Transylvania University. Matt is also a member of the Kentucky Bar Association.

Outside of UBS

When he isn't in the office working with his clients, he 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.

A commitment to you and your goals

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

Credentials that build confidence

Ben joined Matt to form Fresca Keller Wealth after 15 years practicing as an attorney for one of the largest regional law firms in the southeast. He worked principally as a trial lawyer, litigating a variety of cases over his career, from estate, trust and tax matters to business, shareholder, and health care disputes.  His legal experience also includes business succession, estate, and trust planning. 

Prior to his legal practice, Ben worked as a Certified Public Accountant for one of the world's largest accounting firms. He performed  tax consulting and compliance services for high net worth individuals and Fortune 500 companies.  

Experience that benefits you

With his extensive legal and tax experience, Ben is capable of providing guidance to clients concerning all of their financial needs. As a financial advisor, Ben helps people pursue their financial objectives by understanding their goals and needs, including their estate and business needs, and creates strategies tailored to their individual, financial situations.  He is a FINRA-Registered General Securities Representative and Registered Investment Advisor Representative.  He earned the CERTIFIED FINANCIAL PLANNER™ certification and the prestigious Certified Private Wealth Advisor® designation from the University of Chicago Booth School of Business.

Outside of UBS

Ben is involved in the community, having served on the Board of Arbor Youth Services for 9 years, including 3 years as Board Chair. Arbor is a non-profit organization which operates a shelter for homeless and at-risk children.  He is a member of the Kentucky Bar Association and former member of the Kentucky Society of CPAs.

Outside of the office, Ben enjoys spending time with his wife and four children. When he's not attending his children's sporting events, he enjoys University of Kentucky basketball and football.

Background

Stephanie was born and raised in Liberty, Kentucky.  She graduated from the University of the Cumberlands in 2012 with a Bachelor of Science in Public Health and Human Services.

Stephanie began her financial career in 2015 and joined UBS in 2021 as a Client Service Associate (CSA) for Fresca Keller Wealth.  She earned designations as a Financial Paraplanner Qualified Professional (FPQP™) and Accredited Asset Management Specialist (AAMS®) from the College of Financial Planning and the Accredited Investment Fiduciary (AIF®) from fi360.

Education and professional achievements

–         Bachelor's degree in Public Health and Human Services, University of the Cumberlands

–         Financial Paraplanner Qualified Professional (FPQP™) - 2017

–         Accredited Investment Fiduciary (AIF®) – 2018

–         Accredited Asset Management Specialist (AAMS®) - 2020

Background

Cameron was born and raised in Lexington, Kentucky. He graduated from the University of South Carolina with a Bachelor’s degree in International Studies, along with minors in Business Administration and German.

After college, he began working in the financial industry with Fidelity in 2021, earning the Series 7 and 63 licenses, and assisted clients with their employer’s stock plans.  In 2023, Cameron joined UBS as a Client Service Associate (CSA) for Fresca Keller Wealth.  

When Cameron is not working, you can find him enjoying the outdoors, being with friends and family, or cheering on the Cats. 

 Education and professional achievements

–         Bachelor's degree in International Studies, University of South Carolina

–         Minors in Business Administration and German

–         Series 7 Securities License

–         Series 63 Securities License

–         Fluent in German

Background

Julie was born in Columbus, Ohio and grew up in Dayton. She graduated from Miami University with a Bachelor of Science in Education. Having an affinity for numbers, Julie was a math teacher before beginning her financial career in 2018. She spent five years working for two Lexington-based CPA firms doing tax compliance, bookkeeping, and payroll work.  Julie joined Fresca Keller Wealth as a Client Service Associate in 2023.

Education

–       Bachelor's degree in Education, Miami University