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 Retirement Group (TRG), offering recordkeeping, TPA and outsourced fiduciary services for retirement plans across the country. At TRG Jonathan was responsible for business development and retirement plan sales. TRG was acquired by American Trust in 2023 and Jonathan assumed the role of National Sales Manager for the Advisor Sales Team. Jonathan will use his experience and network of Financial Advisors and institutions to help expand American Trust’s presence as a premier retirement plan provider nationwide. Jonathan is an Accredited Investment Fiduciary® (AIF) Designee and attended Buffalo’s Canisius College, where he graduated with a Bachelor of Science in Finance with honors. Jonathan resides in Atlanta, GA with his wife and three children.
Jonathan Duggan
