Wealth Management and Trust
Meet Our Team
Kathy C. Thompson, J.D.
Director of Wealth Management & Trust
(502) 625-2291
kathy.thompson@syb.com
Shannon Budnick, CTFA, CFP®
Director of Investment Advisors
(502) 625-2513
shannon.budnick@syb.com
Rebecca Bennett-Howard, J.D.
Director of Wealth Advisors
(502) 625-0855
rebecca.howard@syb.com
Alexander M. Say, J.D.
Trust Counsel & Wealth Planning Specialist
(502) 625-9190
alexander.say@syb.com
Mark J. Kennedy, JD, LLM
Director of Sales & Growth Initiatives
(502) 259-2517
Mark.Kennedy@syb.com
Monica B. Davidson, J.D.
Wealth Advisor & Estate Administrator
(502) 625-1845
monica.davidson@syb.com
Annemarie Keehn, ERPA, QPA, QKA
Retirement Plan Services Advisor
(502) 625-9141
annemarie.keehn@syb.com
Brian S. Stivers
Manager of Fixed Income and Investment Advisor
(502) 259-2505
Brian.Stivers@syb.com
Jason Hamilton, CFP®
Financial Planning Services Manager
(513) 824-6102
jason.hamilton@syb.com
Contact Wealth Management
Call (502) 625-1005, contact one of our advisors above, or fill out the form below and one of our advisors will contact you.