DP Team Members

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.

Jaime Verba

Jaime Verba

Jaime Verba, a native of Lexington, Kentucky, graduated from the University of Kentucky with a B.S. in Hospitality Management in 2000. She joined the company in 2017 as a receptionist/administrative assistant. As the Office Administrator, she does a variety of tasks,...

read more
Zack Rottinghaus

Zack Rottinghaus

Zack Rottinghaus, a native of Springfield, Illinois, earned his BBA in Finance from the University of Mississippi in December of 2024.  He began his career with American Trust Wealth Management in April of 2025 in the role of Client Administrative Specialist where he...

read more
Mero J. Capo

Mero J. Capo

Mero Capo is a seasoned advisor with decades of experience guiding organizations and individuals toward long-term financial security. As Senior Vice President at American Trust Wealth, he specializes in retirement plan consulting, fiduciary guidance and investment...

read more
Glen O’Connor

Glen O’Connor

Glen joined American Trust Wealth in 2025 after spending his career of over 30 years working with individuals, business owners and trustees developing strategies to address their financial goals. This transition offers a larger organization which features a dedicated...

read more
Justin Morgan, QPFC, QPA, QKA, AIFA®

Justin Morgan, QPFC, QPA, QKA, AIFA®

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...

read more
Sandy Merrick

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...

read more
Kevin Avent, CFP®, AIF®

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....

read more
Billy Lanter, CFP®, CTFA, ATFA, AIF®

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...

read more