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.
Justin Morgan is a Fiduciary Investment Advisor and Director of Fiduciary Consulting at American Trust Wealth. He joined the organization in 2005 and has over 20 years of experience providing retirement planning in the financial services industry. Justin serves...
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....
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...
Logan Specht joined the company in 2017. In his role as Senior Portfolio Manager, he is responsible for market research and portfolio construction. His activities include quantitative and qualitative management and mutual fund due diligence, capital market...
Taylor Swango joined American Trust in 2016 and serves as an Investment Research Analyst. He is part of the investment team which researches investment products and services that help clients succeed in reaching their financial goals. Prior to this role, Taylor worked...
Michael Samford is a Fiduciary Investment Advisor and Director of Investment Solutions at American Trust Wealth, where he leverages a fiduciary framework to help high-net-worth individuals and institutions navigate intergenerational wealth planning by aligning...
David Roberts is Director of Fiduciary and Investment Compliance at American Trust. He joined the company in 2001 and has over 30 years of investment management experience. David is responsible for overseeing and managing investment related data collection, report...
Kevin Freehardt is the Chief Investment Officer of American Trust Company (American Trust). He is the chairperson of the Trust Investment Committee and oversees investment manager due diligence and asset allocation services the company provides. Prior to joining...