We get to know your family and your finances.
We are advisors, former practicing lawyers, and a former accountant. We are people who listen to and guide individuals and families along their financial journeys.
Matt Fresca
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JD, MBA, CFP®, CPWA®
With nearly 25 years of experience advising affluent families, entrepreneurs, and professionals, Matt Fresca delivers sophisticated investment and wealth strategies grounded in both legal and financial expertise. A former practicing attorney and entrepreneur, Matt holds the elite CERTIFIED FINANCIAL PLANNER®1 and CERTIFIED PRIVATE WEALTH ADVISOR® designations — credentials that reflect his commitment to high-level, multidimensional planning.
Matt launched his career at Merrill Lynch and spent 16 years at UBS, where he also served as Branch Manager of the Lexington office. In 2024, he and his team joined Raymond James, leveraging the firm’s national strength to better serve clients with tailored, high-touch service.
Matt was named to Forbes’ Best-In-State Wealth Advisor list 2020-2024,and Fresca Keller Wealth was named to the 2023 and 2024 Forbes Best-In-State Wealth Management Teams (Note- branch name changed to Vine Street Private Wealth + Family office on 8/20/2025). Matt is recognized for his leadership and results. He holds a JD and MBA from Samford University and a BA from Transylvania University, and remains an active member of the Kentucky Bar Association.
Professional achievements and education
- Forbes Shook Best-in-State Wealth Management Team in 2023 and 2024
- Forbes Best-In-State Wealth Advisors 2020– 2024
- CERTIFIED FINANCIAL PLANNER®1
- CERTIFIED PRIVATE WEALTH ADVISOR®
- CERTIFIED EXIT PLANNING ADVISOR®
- Completed requirements for the Chartered Financial Consultant & Chartered Life Underwriter Designations
- Series 7, 9, 10, and 66 securities licenses
- Juris Doctorate, Cumberland School of Law at Samford University
- MBA, Samford University
- BA, Finance, Transylvania University
- Member, Kentucky Bar Association
Fresca Keller Wealth was named to the 2023 and 2024 ForbesBest-In-State Wealth Management Teams. (Note- Branch name changed on 8/20/2025to Vine Street Private Wealth + Family Office). Matthew Fresca was named to the Forbes Best-In-State Wealth Advisors(2020-2024)
The 2024 Forbes Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for obtaining this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CPWA®" and "Certified Private Wealth Advisor®". Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Ben Keller
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JD, CFP®, CPWA®, CPFA®
With a rare blend of legal, tax, and financial expertise, Ben Keller advises high-net-worth families, professionals, and business owners on complex wealth, estate, and succession strategies. Before entering wealth management, Ben spent 15 years as a practicing attorney at one of the Southeast's top law firms, specializing in estate planning, trusts, tax law, and family business transitions.
Ben began his career as a Certified Public Accountant at a global accounting firm, advising Fortune 500 companies and ultra-high-net-worth individuals on sophisticated tax matters. He now holds the CERTIFIED FINANCIAL PLANNER®1 and CERTIFIED PRIVATE WEALTH ADVISOR® designations, reflecting his deep commitment to holistic, high-level planning.
In partnership with Matt Fresca, Ben co-founded Fresca Keller Wealth over seven years ago. Their team joined Raymond James in 2024, combining boutique-level service with the strength of a national firm. Fresca Keller Wealth was named to the 2023 and 2024 Forbes Best-In-State Wealth Management Teams (Note-branch name changed to Vine Street Private Wealth + Family office on 8/20/2025). The team is known for discretion, insight, and results.
Ben holds a JD and B.S. in Accounting (summa cum laude) from the University of Kentucky and is a member of the Kentucky Bar Association.
Professional achievements and education
- Forbes Shook Best-in-State Wealth Management Team in 2023 and 2024
- CERTIFIED FINANCIAL PLANNER™1
- CERTIFIED PRIVATE WEALTH ADVISOR®
- CERTIFIED PLAN FIDUCIARY ADVISOR®
- Series 7, 66 securities licenses
- Life and health insurance licenses
- Juris Doctorate, University of Kentucky
- BS, Accounting (Summa Cum Laude), University of Kentucky
- Former Certified Public Accountant
- Member, Kentucky Bar Association
Fresca Keller Wealth was named to the 2023 and 2024 ForbesBest-In-State Wealth Management Teams. (Note- Branch name changed on 8/20/2025to Vine Street Private Wealth + Family Office).
The 2024 Forbes Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CPWA®" and "Certified Private Wealth Advisor®". Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Jason Pryor
,
CFP®
With more than 20 years of experience in the financial services industry, Jason Pryor plays a key leadership role at Fresca Keller Wealth, ensuring advisors and their teams deliver a seamless, high-touch wealth management experience. As Branch Manager, he empowers the team with the full capabilities of Raymond James, helping them serve clients with the precision and care affluent families and businesses expect.
Before joining the firm in 2024, Jason spent nearly two decades at UBS Financial Services, where he held senior roles including Market Director for Kentucky and Branch Manager for multiple offices. He began his career as a financial advisor at Morgan Stanley, giving him a firsthand understanding of what it takes to support clients at every stage of wealth.
Jason also leads advisor onboarding and transition efforts, guiding professionals and their clients through a smooth move to the Raymond James platform.
Outside the office, Jason enjoys traveling with his wife of over 20 years, Shannon, to watch their daughter compete in volleyball tournaments across the country.
Professional achievements and education
- CERTIFIED FINANCIAL PLANNER®1 professional
- Series 3, 7, 9, 10, 31, 66 licenses
- Holds life and health insurance licenses
- BS, Marketing & Finance (Cum Laude), University of Kentucky
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
JP Blevins
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JP Blevins brings over 25 years of experience at the intersection of banking, investments, and entrepreneurial leadership. A former University of Kentucky Wildcat basketball player under Coach Tubby Smith, JP learned early the value of discipline, strategy, and perseverance—qualities that have shaped a standout career in finance and business.
After graduating magna cum laude from the University of Kentucky, JP helped launch and scale Live Oak Bank, one of the nation's most innovative lenders. He rose from an early team member to Chief Revenue Officer, helping drive Live Oak's growth into the largest SBA and USDA lender in the U.S. He was also an early investor in a pioneering cloud banking platform that joined forces with the SBA lender, achieving a multi-billion-dollar IPO on Nasdaq.
JP returned to Kentucky to focus on empowering entrepreneurs, investors, and business owners with thoughtful, results-driven financial strategies. At Vine Street Private Wealth + Family Office, he leads business development, using his deep market insight and entrepreneurial mindset to help clients grow and protect their legacies.
Professional achievements and education
- Series 7, 63, and 65 Securities Licenses
- Former member, University of Kentucky Basketball Team
- Former Chief Revenue Officer Live Oak Bank (NASDAQ: LOB)
- BS, Business (Magna Cum Laude), University of Kentucky
- Active supporter of charitable initiatives throughout Kentucky
Jordan Biery
,
CFP®
With over a decade of experience in private banking and wealth management, Jordan Biery helps clients navigate complex financial decisions with clarity and confidence. His career began at JP Morgan and continued at Hilliard Lyons (now Baird), where he spent seven years advising high-net-worth individuals and families.
Jordan takes a client-first approach—focusing on personalized strategies while leveraging the full capabilities of the Vine Street Private Wealth + Family Office team. He joined the practice shortly after its launch under the Raymond James umbrella in 2024, drawn by the firm's deep resources and boutique service model.
A graduate of the University of Kentucky with a B.A. in Economics, Jordan is actively involved in the Lexington community. He serves on the board of HealthFirst Bluegrass and is a former volunteer with DanceBlue, Young Life, and Commerce Lex. He and his wife, Jordyn, are members of Tates Creek Presbyterian Church, where he serves as a deacon. They are proud parents to three daughters — Caroline, Kate, and Palmer.
Professional achievements and education
- CERTIFIED FINANCIAL PLANNER®1
- Licensed life and health insurance licenses
- Series 7, 9, 63, and 65 securities licenses
- BS, Economics, University of Kentucky
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Stephanie Watts
,
AAMS™
A native of Liberty, Kentucky, Stephanie Watts brings a strong background in client service and financial planning to the Vine Street Private Wealth + Family Office team. After earning a Bachelor of Science in Public Health and Human Services from the University of the Cumberlands in 2012, Stephanie transitioned into the financial industry in 2015, joining Fresca Keller Wealth in 2021 as a Client Service Associate.
Stephanie holds the Financial Paraplanner Qualified Professional (FPQP™) and Accredited Asset Management Specialist™ (AAMS™) designations from the College of Financial Planning, further enhancing her ability to support clients with comprehensive financial solutions.
Outside of work, Stephanie enjoys spending time with her family and staying active in her community.
Professional achievements and education
- Accredited Asset Management Specialist™ (AAMS™), 2020
- BS, Public Health and Human Services, University of the Cumberlands
Cameron Bales
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Born and raised in Lexington, Cameron Bales brings a strong client-first mindset and growing financial expertise to the Vine Street Private Wealth + Family Office team. A graduate of the University of South Carolina, he holds a degree in international studies with minors in business administration and German — reflecting both global perspective and business acumen.
Cameron began his financial services career at Fidelity, where he earned his Series 7 and 63 licenses and supported clients with employer stock plans. At Vine Street he plays a key role in delivering a smooth and responsive client experience.
Outside of work, Cameron enjoys spending time outdoors, being with friends and family, and cheering on the Kentucky Wildcats.
Professional achievements and education
- Minors in business administration and German
- Fluent in German
- Series 7 and 63 Securities License
- BA, International Studies, University of South Carolina
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Our new name, Vine Street Private Wealth + Family Office, reflects a deep connection to our Lexington roots. In 1779, our city was founded on the banks of Town Branch, a vital waterway that powered mills and even whiskey production. Though now largely buried beneath modern-day Vine Street, Town Branch remains Lexington's "hidden heart"—a constant source of life and progress. Like the creek, we aim to be a vital force, powering our clients and helping them thrive.
