Advisor Spotlight: Welcoming New Leaders & Celebrating a Retirement!

In this quarter's Advisor Spotlight, we're thrilled to introduce you to two new faces and celebrate the remarkable career of a cherished team member. This spring, we welcomed Mike Harris and Matt Frank to the Stock Yards Bank Wealth Management & Trust family as our new Regional Managers. Matt will be serving the Central Kentucky/Lexington region, while Mike will be leading our efforts in Indianapolis. We're incredibly excited to have their leadership and expertise on board. We'll also be bidding a fond farewell to Bev Taylor, who is retiring after 11 dedicated years with Stock Yards Bank and a distinguished career spanning over three decades!

Meet Mike Harris: Our New Indianapolis Regional Manager

We are delighted to introduce Mike Harris who brings 24 years of financial services experience, honed at both regional and national banks, to our team.

Mike's genuine passion for making a positive impact on families and helping them achieve their financial dreams perfectly aligns with Stock Yards Bank's unwavering commitment to personalized service and strong community values. What really drew him to us was our collaborative spirit and our long-standing reputation for excellence. Mike is eager to work alongside our seasoned professionals, leveraging our collective expertise to help you confidently navigate your complex financial goals.

Mike's core philosophy centers on ensuring your financial strategies are perfectly aligned with your life goals, family values, and legacy intentions. He stresses the importance of regularly reviewing estate plans, trust structures, and asset allocations to ensure your wealth grows and transitions smoothly across generations. When we asked about his initial vision for enhancing your experience, Mike shared his desire to deliver a truly client-centered wealth management approach. This means blending the personal touch and service you expect from community banking with the sophistication of tailored financial strategies. Mike's goal is for our team to be known not just for financial expertise, but for being trusted advisors who are accessible, responsive, and genuinely invested in your long-term success.

Beyond his professional life, Mike is deeply committed to giving back to his community. He actively serves on various boards, including the Mt. Vernon Education Foundation and Ball State University's Miller College of Business Finance Advisory Board. When he's not busy working or volunteering, Mike cherishes every moment spent with his wife, three children, and their beloved pets, Archie the dog and Fiona the cockatiel. He loves cheering on his kids at their sporting events, enjoys a good game of golf or tennis, and exploring new places through travel. We are confident that Mike's extensive expertise, client-focused approach, and strong community spirit will be an incredible asset to you and your family.

Meet Matt Frank: Leading Wealth Management in Central Kentucky

Help us welcome Matt! He brings a wealth of knowledge to our team, accumulated over 20 years in the financial services industry. His extensive background spans trust administration, private banking relationship management, accounting principles, and retail banking operations. This diverse experience uniquely positions him to guide our clients through a wide array of financial needs with confidence.

Matt's dedication to professional excellence is clear from his impressive list of certifications. He's a Certified Financial Planner® (CFP®), an Accredited Portfolio Management Advisor® (APMA®), a Certified Trust and Fiduciary Advisor (CTFA), and a Certified IRA Services Professional (CISP). This comprehensive expertise ensures he can provide well-rounded and insightful guidance.

What truly excited Matt about joining Stock Yards Bank was the chance to lead a seasoned team and contribute to our significant growth in the Central Kentucky market. When asked about his initial vision for enhancing the client experience, Matt emphasized fostering long-term relationships and building trust through active listening. As Matt puts it, "Every client is unique and the way to understand them is to listen." He firmly believes that by truly listening to your needs and goals, our team can effectively guide, assist, and educate you and your family in achieving your financial aspirations. He loves to share a piece of advice that resonates with him personally: "The goal isn't more money. The goal is living life on your terms." – Chris Brogan.

Outside of the office, Matt enjoys spending quality time with his wife, Nikki, and their miniature schnauzer, Winston. He's also an avid soccer and golf enthusiast and loves to travel. Matt is genuinely thrilled to be a part of the Stock Yards Bank & Trust team and is fully committed to helping you on your financial journey.

Celebrating a Remarkable Career: Happy Retirement, Bev Taylor!

After three decades of dedicated service in trust administration and wealth management, we are announcing the retirement of our cherished colleague, Bev Taylor. Her last day with Stock Yards Bank will be August 1, 2025.

Bev has been an invaluable member of our team, consistently demonstrating an unwavering commitment to helping her clients achieve their financial goals. With her focused expertise in planning, gifting, trusts, guardianships, and estates, Bev has provided comprehensive and thoughtful guidance for both immediate financial needs and the seamless transition of wealth across generations or to charitable institutions. Her deep knowledge in the administration of personal trust accounts in Indianapolis, honed over nearly 30 years in the industry, has been a cornerstone of our wealth management services.

We are incredibly grateful for Bev's hard work, dedication, and the significant positive impact she has had on countless client families. We also want to thank Bev for her part in growing the Indianapolis Wealth Management market and for all her outstanding contributions throughout her remarkable career. While we will certainly miss Bev, we want to assure her clients that the dedicated wealth management team she is leaving behind is fully prepared and committed to continuing to serve your financial needs with the same level of excellence and personalized care you've come to expect. Please join us in wishing Bev a long, healthy, and truly enjoyable retirement!

“While I am excited about this next chapter in my life, this change is truly bittersweet because I am leaving a great company, very special co-workers and my very treasured clients.”
-Bev Taylor

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.

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