Burke Johnson is the Chief Client Officer at American Trust. He started his financial services career in 1999 with Great-West Financial (now Empower Retirement), where he held various marketing and product management roles. He joined American Trust through the LT...
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,...
Derek Pleasants, Vice President and Managing Director, 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...
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...
Chad Kohlenberg is the Director of Client Services for American Trust, serving in that role since 2018. In his role, he currently leads the organization’s Relationship Management team. Prior to his current position, Chad was an Internal Sales Representative at...
John Garbot, Director – Client Services, has been a member of the LT Trust (acquired by American Trust in 2021) team since 2013 serving in capacities that include client service consulting and customer experience. During his career, John has developed processes and...
John Colvard is Senior Vice President of Client Services & Advisor Relations at American Trust 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...
Susan Barton is the Director, Implementation for American Trust. In 2011, she joined LT Trust, which was acquired by American Trust in 2021. She began as an Implementation Manager and was promoted to Director in 2017. She is responsible for the team overseeing the...