Carolann DiMaggio serves as Chief Operating Officer of American Trust Retirement, bringing over 25 years of retirement industry expertise to her role. Before joining American Trust Retirement, Carolann built her impressive career at Vanguard, where she most recently...
Beau Adams serves as President of American Trust Retirement, bringing nearly 3 decades of comprehensive retirement industry leadership to the organization. Before joining American Trust Retirement, Beau served as Vice President and Head of Retirement & Wealth...
Mike joined AmericanTCS in 2024. He has 25 years of experience in the financial services industry and has held high-level sales and sales leadership roles across firms such as Lincoln Financial Group, Clark Capital Management Group, Charles Schwab and Russell...
Jonathan has been in the financial services industry for over two decades and started his career in the retirement plan industry in 2009 working as a sales representative for P&A Retirement Plan Services. In 2012 Jonathan was a founding Partner of Touchstone...
Jerrod Weiss is the Regional Sales Director for the East territory at American Trust. In this role, he is responsible for advisor business development and relationship management. With 12 years of business development experience in retirement plans, Jerrod has a...
Rebekah Meredith is the Regional Sales Director for the Central territory at American Trust Retirement. In her role, she works to help educate advisors on retirement plan options best suited for their clients’ needs and objectives. Having over 12 years of experience...
Kevin McDevitt is the Regional Sales Director for the Central territory at American Trust. In his role, he works with advisors to educate and innovate, offering a very competitive turn key 401(k) solution to his clients. He has nearly 10 years of industry experience,...
Jeff Atwell brings 40 years of qualified plan experience to the clients of FiduciaryxChange. Jeff is the definition of professionalism and experience in the retirement plan industry. He brings a tremendous wealth of knowledge in the areas of third-party...