Tim has been in the financial services industry since he graduated from John Carroll University, Cleveland, OH in 1984. His career began with Federated Investors, Inc. where he worked with banks, savings and loans, and trust departments representing asset management...
Leadership
Carolann DiMaggio
Carolann DiMaggio serves as Chief Operating Officer of American Trust Retirement, bringing over 25 years of retirement industry expertise to her role. Before joining American Trust Retirement, Carolann built her impressive career at Vanguard, where she most recently...
Beau Adams
Beau Adams serves as President of American Trust Retirement, bringing nearly 3 decades of comprehensive retirement industry leadership to the organization. Before joining American Trust Retirement, Beau served as Vice President and Head of Retirement & Wealth...
Chris Broussard
Chris has been involved in financial services marketing for nearly 30 years – having held senior-level positions with financial services corporations and financial publishers as well as provided marketing support and consulting services to financial institutions and...
Brian Lenz
Brian has focused his career on immersing himself in various facets of the retirement plan industry. He began at Mid Atlantic Trust Company, where he held service, sales, and strategic roles, culminating in leadership of the Relationship Management team and...





