Amanda is the Associate Regional Director for the Western and Central territories at American Trust Retirement, assisting clients and advisors during the sales process to ensure successful transitions. Prior to her current position, Amanda honed her skills in...
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...
As EdgeCo Holdings’ General Counsel, Erin advises the company and its subsidiaries, including American Trust Company, on a broad range of legal issues, including transactional, regulatory, and employment matters. Prior to joining EdgeCo, Erin was a commercial...
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...
Jonathan has been in the financial services industry for over two decades and started his career in the retirement plan industry in 2009 working as a sales representative for P&A Retirement Plan Services. In 2012 Jonathan was a founding Partner of Touchstone...
Jonathan has been in the financial services industry for over two decades and started his career in the retirement plan industry in 2009 working as a sales representative for P&A Retirement Plan Services. In 2012 Jonathan was a founding Partner of Touchstone...
Jay Palmer is the Senior Vice President - Institutional Sales Consultant at American Trust Retirement.
Kevin McDevitt is the Regional Sales Director for the Central territory at American Trust Retirement. In his role, he works with advisors to educate and innovate, offering a very competitive turn key 401(k) solution to his clients. He has nearly 10 years of industry...
Jerrod Weiss is the Regional Sales Director for the East territory at American Trust Retirement. In this role, he is responsible for advisor business development and relationship management. With 12 years of business development experience in retirement plans, Jerrod...
Rebekah Meredith is the Regional Sales Director for the Central territory at American Trust Retirement. In her role, she works to help educate advisors on retirement plan options best suited for their clients’ needs and objectives. Having over 12 years of experience...