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Looking Back & Planning Ahead

February 10, 2023 Wealth management

Kathy Thompson Portrait
Kathy C. Thompson, J.D.
Director of Wealth Management & Trust
Office (502) 625-2291
Mobile (502) 396-4479

The first couple of months of the year can bring brisk winds, cozy evenings in, and the last-minute thought to grab a warmer coat just in case. As soon as we think we've truly settled into our hibernation- suddenly, almost magically, spring surprises us with a beam of sunshine, a splash of color, and a new buzz of energy in the atmosphere.

It helps to view the current financial landscape like a winter season: a time to plan, sit tight, and get ready to explore spring opportunities. At Stock Yards Bank & Trust, we have helped our clients through all types of financial seasons. Our experts will continue to help them reach their unique financial goals through changing seasons with high-quality, personalized wealth management services and dedicated customer service.

With the acquisition of Commonwealth Bank in 2022, our organization gained valuable talent and resources. We are proud to welcome our new team members, and the entire Stock Yards Bank team is here to offer guidance and help you navigate a path to your ideal financial future. Whether you want to grow wealth, preserve assets, or plan for retirement, we are here to help.

We continue to bolster our talented team as we help our clients reach their financial goals with high-quality, personalized wealth management services. Among them is Kenneth Roberts- our newest business development officer. Ken initiates new relationships with high-net-worth individuals and institutions through networking, training, and sharing Stock Yards' values. He comes to us from First Command Financial Services, where he worked as a Financial Advisor. Ken is also a retired Army Officer who spent most of his career in operations, training, and strategic planning. He spends most of his time outside dancing with his three-year-old daughter Layla and enjoying family activities.

Ashley Frank joins us as our newest Wealth Advisor, with 22 years of experience in Family Law, Estate Planning, and Probate Law. She previously practiced at Rendigs, Fry, Kiely & Dennis in their Louisville office. Ashley attended the University of Kentucky and majored in Finance before attending the Louis D. Brandeis School of Law at the University of Louisville. She is a Louisville local and enjoys reading, cooking, traveling, and spending time with her family, including her three children and two dogs.

Our team at Stock Yards is proud to benefit from the wealth of experience and expertise of our trusted new members like Ken and Ashley. We believe the future is bright, just like the spring days ahead. We're eager to help our clients plan for every season. If you have any questions or would like to schedule a consultation, please don't hesitate to contact us.

We look forward to serving you in the coming year and beyond.

We provide the information in this newsletter for general guidance only. It does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, investment, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. The information is provided “as is,” with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, expressed or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.