About the Bankers Trust Education Center

Josh Klipping is a relationship banking officer at the Windsor Heights branch at Bankers Trust. He joined Bankers Trust as a consumer services representative in 2014 and moved to his current position in 2017. In this role, Josh assists customers with an array of banking needs, from opening accounts to applying for loans. Josh enjoys working with customers and strives to understand their needs.  

Contact Josh

[email protected]

(515) 271-1002

Steve Rodriguez is an AVP, Assistant Manager in Arizona. He joined Bankers Trust as a consumer services representative at the Windsor Heights branch in 2001 and moved to Arizona in 2008. In his role, Steve assists customers with an array of banking needs, from opening accounts to applying for loans to uncovering needs for additional financial services such as mortgages and commercial services. Steve is an active volunteer in the community and regularly attends volunteering events with Feed Our Starving Children and Nourish Phoenix.

Contact Steve

[email protected]

602-224-2029

Kevin Tiernan serves as Treasury Management Senior Manager at Bankers Trust. He has over 15 years of banking experience in treasury management and retail banking. After earning his bachelor’s degree from Iowa State University, Kevin went on to earn his MBA from the University of Iowa. He also completed the Graduate School of Banking program at University of Wisconsin.

Contact Kevin

[email protected]

(515) 246-3330

Kelly Robus joined Bankers Trust as a Commercial Portfolio Manager in August 2013. After many years leading the underwriting support for all ESOP relationships, Kelly was promoted in 2019 to Assistant Vice President, Associate Managing Director of ESOP Finance. She was then promoted to Vice President in 2021 and to her current position in 2024. Prior to joining Bankers Trust, Kelly held positions at Great Western Bank, Commerce Bank and Firstar. She has 34 years of experience in the financial services industry, 31 of which have been spent in banking. Kelly received a degree in business management from Central College.

Contact Kelly

[email protected]

(515) 247-2124

Dana Huey is Vice President, Commercial Relationship Manager at Bankers Trust, where she is responsible for providing strategic financial advice and solutions to help companies grow, improve cash flow, and invest for the future. Prior to joining the bank in 2022, Dana worked as a Commercial Relationship Manager at Bank of America. Dana has more than 10 years of experience in the commercial lending field. She studied at Wartburg College, where she earned a bachelor’s degree in business administration.

Contact Dana

[email protected]

Chad Solberg joined Bankers Trust Company in May 2013 bringing 15 years of banking and finance experience. He currently serves as VP, Business Banking Manager overseeing a team of dedicated business bankers. Prior to joining Bankers Trust, he most recently spent nine years with Wells Fargo as a lender in business banking. Chad was also an examiner with the Federal Reserve Bank of Chicago for three years.

Contact Chad

[email protected]

(515) 245-2409

Dan Perez is VP, Senior Commercial Banking Product Manager at Bankers Trust where he leads the commercial product team to develop a strategic product vision for the Treasury Management division. Dan has more than 12 years of experience in the banking industry and was recognized in the Corridor Business Journal’s Forty Under 40 class of 2021. He earned his bachelor’s degree and is currently working toward an MBA at the University of Iowa. Dan also holds his Certified Treasury Professional designation.

Contact Dan

[email protected]

Jason Egge joined Bankers Trust in 2004 and has more than 25 years of experience in the financial services industry. Jason partners with his clients to develop retirement strategies based on thoughtful consideration of their individual needs. He follows through with them, encouraging customers to meet regularly in a comfortable environment to review each unique portfolio, ensuring that their investments meet their changing life needs. Their assets include stocks, corporate bonds, municipal bonds, government bonds, mutual funds, ETFs (Exchange Traded Funds) and annuities.

Contact Jason

[email protected]

(515) 245-2892

Jenny Carter is SVP, Managing Director, Institutional and Client Services in the Wealth Management Division at Bankers Trust, where she provides oversight for qualified and nonqualified retirement plan administration. Jenny holds a Retirement Plan Associate (RPA) designation through Certified Employee Benefits Specialist (CEBS), and Fellow, Life Management Institute (FLMI).

Contact Jenny

[email protected]

(515) 245-5245

Amy Berger is AVP, Fraud and Security Supervisor at Bankers Trust. She joined the bank in 2012 and has held various roles in our branches before joining the Financial Intelligence team. Amy’s work focuses on preventing fraud, protecting physical security, and business continuity. She holds her Certified Community Bank Security Officer (CCBSO), Certified AML and Fraud Professional (CAFP), Associate Business Continuity Professional (ABCP), and Certified Banking Business Continuity Professional (CBBCP) designations.

Contact Amy

[email protected]

Bankers Trust’s team of mortgage originators have the expertise to guide you through a number of homeownership topics, including buying a home, choosing a mortgage type, obtaining a home equity loan or line of credit and much more. Browse through our library of articles, videos and infographics and don’t hesitate to contact Bankers Trust’s mortgage origination office to learn more about customized solutions for your situation. When you meet with one of our loan originators, who have an average of 25 years of experience, you see that experience makes the difference. Learn more about our team here.

Contact The Mortgage Team

[email protected]

(515) 248-1320

Allen Goody, who joined BTC Capital Management in 2017, has over 20 years of experience in the financial services industry. In his role as Senior Managing Director, Senior Investment Strategist, he works with clients to help them achieve their investment goals. BTC Capital Management is a Registered Investment Adviser and is an affiliate of Bankers Trust Company. In his role as a Relationship Manager, he enjoys helping investment committees and individuals understand their investment portfolio and achieve their investment goals. Allen earned his BA in economics and BBA in accounting from Iowa State University and his MBA in finance from the University of Iowa. He is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA).  

Contact Allen

[email protected]

(515) 245-5222

Kristin Parrott is AVP, Private Banking Officer at Bankers Trust in Cedar Rapids. In this role, Kristin strives to offer an elite level of customer service to help her clients grow, manage and protect their wealth. Kristin has 25 years of experience in banking.

Contact Kristin

[email protected]

(319) 896-7780

At Bankers Trust, Wealth Management is not a product or even a series of products, but an approach to assisting our clients through comprehensive financial planning, sound advice and sophisticated solutions. Whether new to Bankers Trust or customers who have worked with us for a generation, our clients rely on us to provide all-inclusive, seamless support in the accumulation, growth, and transfer of wealth. We prioritize quality service and genuinely build relationships with each client. In every interaction, we are committed to exceeding service expectations. Visit our website to learn more about our services and contact us.

Contact The Wealth Management Team

[email protected]