Senior Vice President
As Senior Vice President, Ryan manages the Trust & Wealth Management Department. He is responsible for the management of trust administration, financial planning services, estate planning support, family advisory services and state administration. Ryan joined American Trust in 2007 and has over fifteen years of experience in the industry. He graduated from Simpson College with a Bachelor of Arts degree in Business Management and has a Master's degree in Business Administration from Clarke University in Dubuque. He has held Series 7 and Series 63 securities licenses.
Strategic Wealth Advisor
As a Strategic Wealth Advisor, Brian works with high net worth individuals to develop financial plans and investment strategies. He has his Series 7, 63, and 65 securities licenses and is life insurance licensed. Brian graduated from Iowa Wesleyan College with a Bachelor of Arts degree in Business Marketing. He joined the industry in 2000 and started at American Trust in 2009. He has spent 16 years in the retirement industry, including 401(k) and pension experience, as well as retirement and investment planning experience.
Nate Breiby, CFP® CRC®
Strategic Wealth Advisor
As a Strategic Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional, Nate is responsible for giving personal financial planning advice to help clients define and implement financial goals. Nate graduated from the University of Wisconsin-Platteville in Platteville, Wisconsin with a Bachelor of Arts degree in Business Finance. Nate holds the FINRA Series 6, 7, 63, and 65 securities registrations and Iowa, Illinois, and Wisconsin life insurance and long term care licenses. Nate obtained the CERTIFIED FINANCIAL PLANNER™ mark in 2018 and obtained the Certified Retirement Counselor® designation in 2015. He has an office at the Main Street and Asbury Road locations.
John F. McClain
Vice President, Portfolio Manager
As Vice President and Portfolio Manager, John is the manager of the ATSelect Intermediate Bond and Large Core portfolios as well as many key accounts. He is responsible for coordinating research activities related to equity securities and third-party manager due diligence and is actively involved with the development of the asset allocation strategy for the ATDynamic and ATTrend investment strategies. John has over 26 years of experience in creating and refining disciplined and prudent investment research and risk analysis processes. He spent several years as the Investment Officer for the $600 million University of Iowa Foundation where he was responsible for overseeing all investment activity, including formulating and implementing investment policy, asset allocation guidelines, and manager selection. Prior to that, he was a long-time Portfolio Manager for Principal Global Investors, managing the Principal's $1.48B small and mid-cap separate accounts and retail mutual funds. John graduated from the University of Iowa with a BBA in Economics and received his MBA in Finance from the University of Indiana.
Fiduciary Trust Relationship Manager
As Fiduciary Trust Relationship Manager, Andrea is responsible for managing fiduciary accounts, including asset management, meeting investment objectives, and helping families meet financial goals. Andrea joined American Trust in 2012 after earning a Bachelor of Science degree at the University of Wisconsin-Platteville in Platteville, Wisconsin. She is an active member of Dubuque Young Professionals, Tri-State Estate Planners, and Women’s Leadership Network of Dubuque.
Securities and insurance products are–Not bank guarantee–Not FDIC insured–May lose value–Not financial institution guaranteed–Not a Deposit–Not insured by a federal government agency.