Wealth Management and Trust
Meet Our Team
Executive Team
Shannon B. Budnick, CTFA, CFP®
Director of Wealth Management & Trust
(502) 625-2513
Shannon.Budnick@syb.com
Rebecca Bennett-Howard, J.D.
Director of Trust Services
(502) 625-0855
Rebecca.Howard@syb.com
Mark J. Kennedy, J.D., LLM
Director of Sales & Growth Initiatives
(502) 259-2517
Mark.Kennedy@syb.com
Louisville Wealth Advisors
Louisville Investment Advisors
Louisville Retirement Plan Services
Annemarie Keehn, ERPA, QPA, QKA
Retirement Plan Services Advisor
(502) 625-9141
Annemarie.Keehn@syb.com
New Business Development
Cincinnati and Northern Kentucky
Jason Hamilton, CFP®
Financial Planning Services Manager
(513) 824-6102
Jason.Hamilton@syb.com
Indianapolis
Mike Harris, CFP®, ChFC®, CDFA
Regional Manager Wealth Management & Trust Indianapolis
(317) 238-2844
Mike.Harris@syb.com
Central and Eastern Kentucky
Matt Frank, CFP®, CTFA, CISP
Regional Manager Wealth Management & Trust Central Kentucky
(859) 810-5795
Matt.Frank@syb.com
Western Kentucky and Evansville
Jeff Jackson
Regional Manager Wealth Management & Trust (Western Kentucky/Evansville Region)
(270) 831-1542
Jeff.Jackson@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.