Login

Get the app

Forgot Password / Enroll

 

Wealth Management and Trust
Meet Our Team

Kathy Thompson

Kathy C. Thompson, J.D.

Director of Wealth Management & Trust
(502) 625-2291
kathy.thompson@syb.com

Read Bio
Shannon Budnick black and white Portrait

Shannon Budnick, CTFA, CFP®

Director of Investment Advisors
(502) 625-2513
shannon.budnick@syb.com

Read Bio
John M. Fidler portrait

John M. Fidler

Chief Investment Officer
(502) 259-2543
John.Fidler@syb.com

Read Bio
Rebecca Bennett Howard

Rebecca Bennett-Howard, J.D.

Director of Wealth Advisors
(502) 625-0855
rebecca.howard@syb.com

Read Bio
Gordon Maynard

E. Gordon Maynard, J.D.

Director of Trust
(502) 625-0814
gordon.maynard@syb.com

Read Bio
Alexander Say

Alexander M. Say, J.D.

Trust Counsel & Wealth Planning Specialist
(502) 625-9190
alexander.say@syb.com

Read Bio
Mark Kennedy Portrait

Mark J. Kennedy, JD, LLM

Director of Sales & Growth Initiatives
(502) 259-2517
Mark.Kennedy@syb.com

Read Bio
Dawn Coleman

Dawn Coleman

Wealth Advisor
(502) 625-9961
dawn.coleman@syb.com

Read Bio
Monica Davidson

Monica B. Davidson, J.D.

Wealth Advisor & Estate Administrator
(502) 625-1845
monica.davidson@syb.com

Read Bio
Katie Edwards

Katie Edwards, CTFA

Wealth Advisor
(502) 625-9392
katie.edwards@syb.com

Read Bio
Jimmy Ford

Jimmy Ford

Wealth Advisor
(502) 625-0331
jimmy.ford@syb.com

Read Bio
Ashley Frank portrait

Ashley Frank, J.D.

Wealth Advisor
(502) 362-0261
ashley.frank@syb.com

Read Bio
Jamie Hicks portrait

Jamie Hicks

Kimberly Hudson

Kimberly Hudson, CFP®

Wealth Advisor
(502) 625-1086
kimberly.hudson@syb.com

Read Bio
Caroline Meena

Caroline George Meena, J.D.

Wealth Advisor
(502) 625-3980
caroline.meena@syb.com

Read Bio
Chris Nunnelley Portriat

Chris Nunnelley

Wealth Advisor
(502) 259-2504
Christopher.Nunnelley@syb.com

Read Bio
Nancye Olt Portrait

Nancye W. Olt

Wealth Advisor
(502) 259-2529
Nancye.Olt@syb.com

Read Bio
Katie Pearson

Katie Pearson, J.D.

Wealth Advisor
(502) 625-2459
katie.pearson@syb.com

Read Bio

Maria Quinn

Wealth Advisor
(502) 259-2537
Maria.Quinn@syb.com

Read Bio
Gia Rapp Portrait

Gia Rapp, J.D.

Portrait of Ken Roberts

Ken Roberts

New Business Development Officer
(502) 362-0269
Ken.Roberts@syb.com

Read Bio
Clark Stone

Clark Stone, CFP®, ChFC®, CLU®

Financial Planner
(502) 625-0857
clark.stone@syb.com

Read Bio
Maria Tipton

Maria Tipton, J.D.

Wealth Advisor
(502) 625-9904
maria.tipton@syb.com

Read Bio
Chad Turner portrait

Chad D. Turner, J.D.

Wealth Advisor
(502) 259-2527
Chad.Turner@syb.com

Read Bio

Chris Beneke

Investment Advisor
(502) 259-2512
Chris.Beneke@syb.com

Read Bio
Chris Billings Portrait

Chris Billings

Keith Blakely

Keith Blakely, CFA®

Investment Advisor
(502) 625-1618
keith.blakely@syb.com

Read Bio
Hunter Ellington

Hunter T. Ellington, CTFA

Investment Advisor
(502) 625-1054
hunter.ellington@syb.com

Read Bio
Mark Ganchiff

Mark Ganchiff, CFP®

Investment Advisor
(502) 625-0856
mark.ganchiff@syb.com

Read Bio
Steven Gray Portrait

Steven Gray, CFA

Investment Advisor
(502) 259-2975
Steven.Gray@syb.com

 

Read Bio
Marcia Mattingly

Marcia L. Henderson, CFP® CDFA®

Investment Advisor Manager
(502) 625-9390
marcia.henderson@syb.com

Read Bio
Spencer Joyce Portrait

Spencer E. Joyce, CFA

Investment Advisor
(502) 259-2485
Spencer.Joyce@syb.com

Read Bio
Anne Marie Keehn

Annemarie Keehn, ERPA, QPA, QKA

Retirement Plan Services Advisor
(502) 625-9141
annemarie.keehn@syb.com

Read Bio
Lynn Land

Lynn B. Land

Retirement Plan Services Manager
(502) 625-9913
lynn.land@syb.com

Read Bio
Ryan Lee

Ryan Lee

Investment Advisor
(502) 625-3974
ryan.lee@syb.com

Read Bio
Damon Massey

Damon Massey, CTFA, CFP®

Investment Advisor
(502) 625-9191
damon.massey@syb.com

Read Bio
Todd Mayden Portrait

Todd Mayden

Amber Oliver Portrait

Amber Oliver, APMA®

Adam Rumohr portrait

Adam Rumohr, CRPC® 

Drew Schmidt

Drew Schmidt, CFP®

Investment Advisor
(502) 625-9911
drew.schmidt@syb.com

Read Bio

Brian S. Stivers

Manager of Fixed Income and Investment Advisor
(502) 259-2505
Brian.Stivers@syb.com

Read Bio
Pete Ward Portrait

Pete Ward

Investment Advisor
(502) 259-2525
Pete.Ward@syb.com

Read Bio
Sheri Werling Portrait in black and white

Sheri Werling

Estate Administration Paralegal
(502) 625-2482
sheri.werling@syb.com

Read Bio
Erin Arnold

Erin Pille, CTFA

Wealth Advisor
(513) 824-6128
erin.pille@syb.com

Read Bio
David Brooks

David C. Brooks

Investment Advisor
(513) 824-6146
david.brooks@syb.com

Read Bio
Jason Hamilton

Jason Hamilton, CFP®

Financial Planning Services Manager
(513) 824-6102
jason.hamilton@syb.com

Read Bio
Bev Taylor

Bev Taylor, CTFA

Wealth Advisor
(317) 238-2854
bev.taylor@syb.com

Read Bio
Megan Ebersole

Megan Ebersole, CFP®

Investment Advisor Manager
(317) 238-2857
megan.ebersole@syb.com

Read Bio
Chad Rudzik Portrait

Chad Rudzik, CTFA

Wealth Advisor
(859) 349-5856
Chad.Rudzik@syb.com

Read Bio
Selina Shepherd

Selina Shepherd, CTFA

Wealth Advisor
(859) 349-6064
selina.shepherd@syb.com

Read Bio
Jason Ayers Portrait in black and white

Jason Ayers, CFP®, CISP

Investment Advisor
(859) 349-5836
jason.ayers@syb.com

Read Bio

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.

CAPTCHA
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
Please DO NOT include confidential information such as Social Security Numbers or account numbers in your form submission.