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...

Jack is a CU Buffalo alumni, with a degree in Economics. He has been with American Trust for three years, directing the western territory for sales and development as the Regional Sales Director. Jack has over seven years in the retirement industry, with prior roles...

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,...