Senior Vice President
As one of the fastest growing areas in the bank, Bryte is responsible for overseeing the division, including sales, service, and continued development of the retirement solution. Delivered in partnership with financial advisors, he is charged with growing relationships with broker dealers, banks, and registered investment advisory firms. Today, American Trust Retirement is recognized as a top retirement plan provider in the nation and has received recognition from PLANSPONSOR magazine.
Ryan graduated from Simpson College with a Bachelor of Arts degree in Business Management and has a Master of Arts degree in Business Administration from Clarke University in Dubuque. He has over 12 years of experience in the retirement industry, and has held the Series 7 and Series 63 securities licenses.
Jeff Kunkel, ERPA, QPA, QKA
Vice President, Compliance, Documents, Transition, and Testing Manager
As Vice President, Jeff manages the Transition, Compliance, Plan Document, and Testing departments. His team is responsible for ensuring that all retirement clients maintain their tax qualified status by keeping each plan up-to-date and in compliance with Internal Revenue Service and Department of Labor laws. He is a graduate of the University of Wisconsin-Platteville and holds a Bachelor of Science degree in Accounting and Business Management. He has over 20 years of experience in the retirement industry. Jeff is an Enrolled Retirement Plan Agent (ERPA) and is enrolled to represent retirement plan clients before the Internal Revenue Service. In addition, he has attained the designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) under the American Society of Pension Professionals and Actuaries (ASPPA).
Tim Reynolds, APA
Vice President, Client Services Manager
Tim manages our Client Services department. He is responsible for the department's overall ongoing account management and administration services, as well as employee enrollment/education meetings for plan sponsors and participants. He has over 20 years of experience in the retirement plan industry working with plan sponsors to maximize retirement savings and outcomes for their employees. Tim is a graduate of Western Illinois University. He holds the Accredited Pension Administrator designation through the National Institute of Pension Administrators (NIPA).
Trust Officer, Processing Manager
Jennifer began her career with American Trust in 2005. She holds an Associate of Applied Science degree, as well as an Account Clerk Diploma from Northeast Iowa Community College. Jennifer’s knowledge and experience in the retirement industry allows her to effectively manage the processing and system administration areas. She recognizes the need for improving efficiencies and processes as the demands of the retirement industry change.
Kellie Ricke, QKA
Second Vice President, Client Services Manager
Kellie has a Bachelor of Arts degree in Business Administration from Southern Illinois University Edwardsville with specializations in Human Resources and Economics. She has over 10 years of experience in the retirement industry, including eight years in a TPA environment, performing all aspects of plan administration. Most recently, Kellie spent a few years at Panera Bread Company, where she was the sole administrator of their retirement plans. In addition, she has attained the designation of Qualified 401(k) Administrator (QKA) under the American Society of Pension Professionals and Actuaries (ASPPA).
American Trust Retirement is a division of the Financial Management Group. For more information on additional financial services, including brokerage services, strategic wealth solutions, wealth management, and term life insurance, click here.