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, Homeownership, Retirement and Investing, Security, Wealth Solutions 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
smiller Saundra Miller Vice President, Consumer Services Manager II
mjusic Merso Jusic VP, Assistant Manager

Homeownership

kdowning Kim Downing-Manning Vice President, Real Estate Mortgage Manager
challer Cassandra Haller VP, Mortgage Loan Originator
cbeener Chris Beener Consumer Loan/Deposit 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

Security

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

Wealth Solutions

nbirkholz Nate Birkholz, J.D. President, BTC Trust Company of South Dakota
avieregger Ashlee Vieregger, J.D., CFP®, CTFA VP, Managing Wealth Advisor
agoody Allen Goody, CPA, CFA Senior Managing Director, Senior Relationship Manager

Business

tbraida Tony Braida Vice President, Global Banking
ktiernan Kevin Tiernan VP, Treasury Management/Global Banking Sales Manager
jdejong Joe DeJong Managing Director, ESOP / VP, Senior Commercial Relationship Manager
jfry Jayme Fry VP, Commercial Relationship Manager