About the Bankers Trust Education Center

Sometimes you want a resource to help you better understand your finances. You could stop by the bank or call your financial advisor, but what if it’s 11 p.m. and you need an answer now? Searching various sites across the internet can help you find information, but how do you know whether it’s coming from a trusted source? With those thoughts in mind, the Bankers Trust Education Center was formed.

Whether you’re 12 or 82, the Bankers Trust Education Center serves as a hub for financial education. Our goal is to help you learn about six different areas– Personal Finances, Credit Management, Homeownership, Retirement and Investing, Security and Small Business – so you can be better prepared to reach your own financial goals. The information you find on this site is provided by our bank’s own professionals, each of whom is an expert in his or her area. Not to mention, they’re the same professionals you’ll see and work with if you stop by one of our locations. Learn more about each of our experts below, and see what tips, tricks and recommendations they have to offer.

Meet Our Experts

Personal Finances

jklipping Josh Klipping Relationship Banker
rnichols Renee Nichols Relationship Banker II
smiller Saundra Miller Vice President, Consumer Services Manager II


kdowning Kim Downing-Manning Vice President, Real Estate Mortgage Manager
mselix Mindy Selix VP, Construction Lender
challer Cassandra Haller VP, Mortgage Loan Originator

Retirement & Investing

jegge Jason Egge Vice President, BTC Financial Services
jcarter Jenny Carter Vice President, Associate Managing Director, Retirement Plan Services
djohnson D'Angelo Johnson VP, Private Banking Supervisor


cmcwilliams Christi McWilliams, CBAO, CBSM, CCBSO AVP, Security Officer - Financial Intelligence
jsherman Jason Sherman Systems Security Engineer
ehadzic Edin Hadzic, CBAO, CBSM, CAMS Financial Intelligence Officer


dling David Ling Business Banking Manager
edrexler Eric Drexler Vice President, Managing Director of Equipment Finance
tbraida Tony Braida Vice President, Global Banking