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.
Matt Klus
Denis Hogan
Nathan Friday
Keith Vukmir
Keith has over 20 year’s experience in various aspects of the retirement industry. His background includes a wide range of skills including call center, conversion, account administration, relationship management, product development, fiduciary management, investment...
Erin Persinger
Jamie DeRubertis
Micah DiSalvo
Tim Friday
Tim has been in the financial services industry since he graduated from John Carroll University, Cleveland, OH in 1984. His career began with Federated Investors, Inc. where he worked with banks, savings and loans, and trust departments representing asset management...
Michele Coletti
Michele Coletti joined American Trust Custody in 2008 and serves as the Chief Operating Officer at American Trust Custody. She has over 25 years of experience in the retirement plan industry in various roles encompassing the recordkeeping, compliance, and trading of...