The Bank of Kentucky will serve the unique wealth management needs of its affluent individual and institutional clients through a dedicated team of financial, banking and investment specialists. We seek to build long-term relationships through innovative products, valued advisory services, effective communication, and unsurpassed personal service.

Contact us for:

Dick Tapke, Senior Trust Officer
Dick Tapke, Senior Trust Officer
859-372-2250
rtapke@bankofky.com

Dick Tapke is Executive Vice President and Senior Trust Officer of the Wealth Advisory Group. His resume includes 40 years of successful growth and management in the trust and investment industry.

Dick has extensive experience in community service and leadership having held board positions with organization involved in education, government, social services and health care. Sitting on the board side of the table, Dick has interviewed many management firms and reviewed and monitored many different management philosophies and styles which have broadened his perspectives of asset management.

An avid pilot for a number of years, Dick recently retired his wings for the more placid sport of boating. He has spent the past few years restoring his 1976 Chris Craft, PoppiTime.

Trey Tapke, Trust Investment Officer
Trey Tapke, Trust Investment Officer
859-372-2256
ttapke@bankofky.com

Trey is a Vice President and Trust Investment Office for Wealth Advisory Group. Prior to joining the Bank of Kentucky in January of 2011, he held the position of Portfolio Manager with Tapke Asset Management, LLC.

Trey is a Xavier University graduate and holds a bachelors degree in business administration with a double major in Finance and Information Systems. He returned to Xavier and completed his Masters of Business Administration in December of 2004. He is a graduate of the Leadership Northern Kentucky Class of 2008.

Trey and his wife, Stacy, reside in Edgewood, KY, with their two sons.

Jessica Rawe, Trust Officer
Jessica Rawe, Trust Officer
859-372-2353
jrawe@bankofky.com
Jessica B. Rawe is a Vice President and Trust Officer in the Wealth Advisory Group at the Bank of Kentucky. In this capacity, Jessica manages the Bank’s Trust Administration group, providing individualized attention to each customer to meet their specific needs. Jessica also oversees account reviews and provides caseload management for the Wealth Advisory Group’s customers. As an attorney with several years of experience in estate planning, Jessica also works with Wealth Advisory Group customers to ensure their estate planning documents are up to date and accomplish their ultimate wishes. Such reviews may include a discussion on potential tax savings, gifting strategies, family planning needs, and business succession strategies, among other topics. While collaborating with other members of the Wealth Advisory Group, Jessica also works with customers to ensure their estate plan compliments their identified investment strategy so that both are serving their intended purposes and accomplishing the customer’s ultimate wishes.

In addition to her work in the Wealth Advisory Group, Jessica is also passionate about serving her community in other ways. She chairs the Community Relations Committee of the St. Elizabeth Healthcare Foundation and also serves on its Executive Committee, is a member of the Leadership Northern Kentucky Steering Committee and the Impact Northern Kentucky Advisory Board, serves as a member of the Congregation of Divine Providence Development Board, and is a former member of the Welcome House of Northern Kentucky Board of Directors and the Children's Law Center Board of Directors. Jessica also coaches fast pitch softball for her alma mater, Notre Dame Academy
Julie Dusing, CFP® Financial Consultant
Julie Dusing, CFP® Financial Consultant
859-372-2253
julie.dusing@ceterais.com

Julie is a financial professional of the Financial Services Group located at The Bank of Kentucky, Inc.  She specializes in developing and implementing financial planning services used with both individuals and business clients in planning for long range financial goals. She has been a Certified Financial Planner® since January 2006 and also holds Series 7, 63, 65 and Insurance licenses.

Julie worked previously with Tapke Asset Management as the Director of Financial Planning prior to her joining the Financial Services Group in 2009.  She is a graduate of Centre College and holds a Bachelor of Arts degree in Economics and International Relations.  In 2006 she also graduated from Leadership Northern Kentucky.

Julie has extensive experience in community service and leadership having held executive positions with organizations such as:

  • Big Brother, Big Sisters of Greater Cincinnati
  • Welcome House of Northern Kentucky
  • St. Elizabeth Healthcare Foundation, and
  • Northern Kentucky Estate Planning Council.

Julie and her husband, Ben, reside in Ft. Mitchell, KY with their children.

 

Jim Owens, CFP® Financial Consultant
Jim Owens, CFP® Financial Consultant
859-282-1795
jim.owens@ceterais.com

Jim is a financial professional of the Financial Services Group located at The Bank of Kentucky.  He has been an employee of The Bank since April 2007, where prior to taking on his current role, he held a position of Branch Manager at the Edgewood branch.

Jim is a graduate of Centre College and holds a bachelor’s degree in both psychology and religion.  In addition to holding several securities and insurance licenses, he recently completed his Certified Financial Planning Accreditation.  He currently sits on the board of Covington Partners and was previously involved with New Perceptions in Northern Kentucky.

Jim and his wife, Abby, reside in Florence, KY with their two children William and Gwenyth.

Robert Davis,   Financial Consultant
Robert Davis, Financial Consultant
859-426-2292
robert.davis@ceterais.com

Robert is a financial professional of the Financial Services Group located at The Bank of Kentucky, Inc.  He specializes in creating and presenting financial plans to both retail and commercial banking clients.  He has an extensive knowledge of the products and services offered through our broker-dealer, Cetera Investment Services LLC., which allows him to better assist his clients in meeting their financial goals.

Robert is a graduate of Thomas More College and holds a Bachelor of Science in Finance and Business Administration.  Prior to college, Robert was selected to be a Kentucky Governor’s Scholar for his academic achievements.  His professional development has included seminars on financial planning, estate planning, business ethics, and Stephen Covey’s 7 Habits of Highly Effective People.

Robert is qualified as a general securities representative (Series 7), a uniformed securities agent (Series 63) and a uniformed investment advisor (Series 65).  He also has his insurance license and is appointed in both Kentucky and Ohio.

Robert has over 13 years of experience in both the financial and insurance industry and specializes in helping people with 401k rollovers, asset management as well as both insurance and college planning.

Robert currently resides in Union, KY with his family.