Our Team

Matt Frey has been providing financial planning services since 2002.  He is a licensed Registered Representative and Certified Financial Planner - CFP with Money Concepts in Louisville, Kentucky.  Matt works with families to help them make sound financial decisions in many areas including Retirement Planning, Estate Planning, Investment Management, and Tax Planning.  Matt works with his clients to build a relationship that will last throughout a client's life.  He becomes a devoted advisor for his clients with the many financial decisions that occur throughout a lifetime, from purchasing a car, financing a mortgage, college funding, through retirement and beyond.

Jennifer has been working with Matt Frey since 2009.  She brings nearly three decades of financial administration experience to the table, having spent 15 years at LG&E, first as an accounts payable clerk and later as an inventory clerk.  Jennifer has worked in Public Relations at Rohm & Haas and as a software educator at Ford while employed with Jefferson Community& Technical College.  She assists Matt daily, with business processing from account preparation to follow through, as well as working with compliance and scheduling.  Jennifer holds her Bachelor of Science degree in Sociology from the University of Louisville.