Client Services

Kevin Buckley

Kevin Buckley

Kevin Buckley is the Senior Vice President of Specialty and Actuarial Services at American Trust Retirement and has executive oversight of all aspects of providing service to our Administration-Only, ESOP, traditional plans and Defined Benefit plans, including Cash...

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Cliff Wallace

Cliff Wallace

Cliff Wallace serves as the Director of Institutional Client Services for American Trust.

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Bonnie Post

Bonnie Post

Bonnie Post is the Director of Client Services, overseeing the Retirement Plan Management team in Denver and remote employee locations. Bonnie’s team is responsible for daily administration and compliance work for more than 800 plans In 2016, Bonnie joined LT Trust,...

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Derek Pleasants

Derek Pleasants

Derek Pleasants, Senior Vice President, Client Services for American Trust.  He is focused on deepening client and advisor relationships, developing high levels of satisfaction, while leading client service teams in the management and administration of defined...

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Shelley Pike

Shelley Pike

Shelley Pike is the Transition and Integration Services Director at American Trust. In this role, she leads the transition and integration services teams to ensure a seamless and efficient onboarding experience for all clients joining the American Trust platform. Both...

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John Colvard

John Colvard

John Colvard is the Senior Vice President of Plan Compliance at American Trust Retirement and has executive oversight over the day-to-day client servicing and support of LT Trust’s national robo-advisor partners, hundreds of independent advisor partners, and 4,600+...

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