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.

Christopher Anderson, CPA®, AIF®

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...

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Abby Vaughn, AIF®

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...

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Logan Specht

Logan Specht

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...

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Scott Branum

Scott Branum

Scott Branum joined American Trust in 2006 as Fund Operations Supervisor in the Memphis office. Before coming the American Trust, Scott worked in several areas of the investment business including branch management with TD Waterhouse and Charles Schwab. He is...

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Taylor Swango, CFA®

Taylor Swango, CFA®

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...

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Chase Stanback

Chase Stanback

Chase Stanback was born and raised in Lexington, Kentucky and earned a Bachelor of Science degree in both Finance and Accounting from the University of Kentucky. Chase joined the firm in 2022 as an Investment Research Analyst where he serves as the lead trader on the...

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Patrick Meyer, MBA, JD, CFP®, AIF®, CTFA

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...

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Angela Coleman, MBA, AIF®, CFP®

Angela Coleman, MBA, AIF®, CFP®

Angela Coleman is a Fiduciary Investment Advisor in the Lexington, Kentucky office of American Trust. She joined Unified Trust (a subsidiary of American Trust) in 2001 and has over 20 years of experience working with high-net-worth clients as well as the emerging...

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John Deglow, CFP®, AIF®

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....

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Andrew Mason, CFP®, AIF®

Andrew Mason, CFP®, AIF®

Andrew Mason is a lifelong Lexington resident and earned a BBA in Finance and a BS in Accounting from the University of Kentucky in 2018. Mr. Mason joined American Trust in the fall of 2019 and works as an Associate Advisor supporting the trust administrative team as...

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