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.

Elizabeth Brown, AAMS®, AIF®

Elizabeth Brown, AAMS®, AIF®

Elizabeth Brown, a native of Lexington, Kentucky, earned her BBA in Finance from the University of Kentucky in 2021. She began her career with American Trust Wealth Management as an undergraduate intern, quickly transitioning into the role of Client Administrative...

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Michael Samford

Michael Samford

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...

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David Roberts

David Roberts

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...

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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....

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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...

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Kevin Freehardt

Kevin Freehardt

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...

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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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Paul Schneider

Paul Schneider

Paul has spent over 30 years working at the forefront of the FinTech space and leading the operations of some of the largest financial intermediary companies in the industry. He has a long track record of launching successful new businesses inside large companies as...

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Nicole O’Connell

Nicole O’Connell

Nicole joined American Trust Custody in 2004. Presently, Nicole serves as SVP, Custody Asset Movement & Control, where she oversees her department’s cash movement activities via ACH, wire transfer, check and journal, as well as internal and customer automated cash...

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