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,...