Client Services

John Deglow joined the company as a Fiduciary Investment Advisor in 2016. He has over 25 years of financial planning and investment advisory experience working with financial advisors and high-net-worth clients. As Director of Wealth Strategies at Hilliard Lyons, Mr. Deglow built and managed the firm’s Financial Planning platform, helping many “investment brokers” become better comprehensive, client-centric financial advisors. He has also taught personal finance courses at Western Kentucky University and has spoken at various national conferences on financial planning topics.

 

Mr. Deglow received a BA degree in Molecular Biology from Vanderbilt University in 1988. He also holds the Certified Financial Planning and Accredited Investment Fiduciary designations.

 

Office Address: 2525 Harrodsburg Rd., Ste. 300, Lexington, KY 40504.

Tramica Morris

Tramica Morris

Tramica is a University of Tennessee at Martin alumni, with a degree in Communications. She has been with American Trust for three years, previously working closely with Advisor partners as an Associate Regional Director. Tramica brings over 10 years of retirement...

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Keith Vukmir

Keith Vukmir

Keith has over 20 year’s experience in various aspects of the retirement industry. His background includes a wide range of skills including call center, conversion, account administration, relationship management, product development, fiduciary management, investment...

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