Jaime Verba is an Office Administrator at American Trust Wealth.
Jaime Verba
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Lexington Office
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.
Zack Rottinghaus
Zack Rottinghaus is a Client Administrative Assistant at American Trust Wealth.
Katelyn Operle
Katelyn Operle is a Client Administrative Assistant at American Trust Wealth.
Sandy Merrick
Sandy Merrick is the Senior Trust Administrator. She has been with the company for 23 years and has over 40 years of experience in the Trust and Wealth Management industry. She is responsible for the daily processing of transactions for the accounts and maintaining...
Christopher Anderson, CPA®, AIF®
Christopher Anderson joined American Trust’s Wealth Management team as a Business Development Consultant in June 2019 upon the completion of a successful career in public accounting as a CPA with Barr, Anderson & Roberts, PSC (former president) and Dean Dorton...
Abby Vaughn, AIF®
Abby Vaughn joined American Trust Wealth Management in 2017 as the Business Development Director. She is responsible for cultivating strong relationships with clients, prospects and financial partners overseeing all aspects of the client experience from first contact...
Kevin Avent, CFP®, AIF®
Mr. Avent is the Managing Director of Wealth Management at American Trust Company. He has been with the company for 16 years. He has over 22 years of investment experience creating, implementing and monitoring high level solutions for wealth management clients. Mr....
John Deglow, CFP®, AIF®
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....
Billy Lanter, CFP®, CTFA, ATFA, AIF®
Billy Lanter joined American Trust in 2007 and serves as a Fiduciary Investment Advisor as well as Director of Sales. With over 17 years of experience in Wealth Management, he is responsible for developing and executing investment strategies for individual and...
Patrick Meyer, MBA, JD, CFP®, AIF®, CTFA
Patrick Meyer is a Senior Fiduciary Investment Adviser for American Trust Company. He joined American Trust Company in 2009. Mr. Meyer has over 20 years of experience serving the investment and retirement needs of affluent clients and not-for-profit organizations. He...