About the Bankers Trust Education Center
One of Bankers Trust’s core values is Community. We annually invest $1 million in hundreds of causes in our community, and our team members put this commitment into practice by collectively volunteering more than 15,000 hours each year. But we don’t stop there. We know access to financial education is essential to a flourishing community, which is why we created the Bankers Trust Education Center in 2017.
Whether you’re building a budget, going through the process of buying your first home, writing a business plan, investing for the first time, or anything in between, we want to help you along the way.
No matter your place in life, our team of in-house experts have the tips, checklists and recommendations to help you financially succeed. 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 them below and check out their great content throughout this site. While you browse, be sure to subscribe so you don’t miss an update!
Meet Our Experts
Personal Finances
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
(515) 271-1002
Steve Rodriguez is a relationship banker at Bankers Trust’s Arizona branch. He joined Bankers Trust as a consumer services representative at the Windsor Heights branch in 2001 and moved to his current location in 2008. In this 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
602-224-2029
Saundra Miller is vice president, Consumer Services Manager II at Bankers Trust. She began her career at Bankers Trust in 1982 as a teller and advanced through positions of teller supervisor, consumer banker and assistant manager before becoming a branch manager in 1997. In this role, Saundra is responsible for managing all aspects of the North Branch, including business development, community outreach, staff training and development, operations, customer service, budgeting and compliance and security. Saundra also served for over 20 years as the Bank’s IRA administration officer and has held her Iowa Life license since 1985.
Contact Saundra
(515) 245-5206
Business
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
(515) 246-3330
Joe DeJong joined Bankers Trust as Vice President and Commercial Lending Officer in December 2008. Prior to joining Bankers Trust, Joe spent four years in the Business Banking Division of Wells Fargo Bank. Beginning in 2013, Joe began serving as the Managing Director of ESOP Finance, working with middle market companies in the structuring and financing of ESOP plans throughout the Midwest.
Contact Joe
(515) 245-5251
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
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
(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
Retirement & Investing
Jason Egge joined Bankers Trust in 2004 and has nearly 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. Presently, customers have collectively invested more than $90 million through Jason. Their assets include stocks, corporate bonds, municipal bonds, government bonds, mutual funds, ETFs (Exchange Traded Funds), REITs (Real Estate Investment Trusts) and annuities.
Contact Jason
(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
(515) 245-5245
Security
Christi McWilliams is VP, Consumer Services Regional Manager at Bankers Trust and has more than 15 years of experience in the banking industry. She began her career at Bankers Trust in the Customer Service department, followed by several years as a Relationship Banker, Electronic Banking Specialist and Deposit Operations before joining the Financial Intelligence team in 2015. Her responsibilities include all aspects of physical security enterprise-wide, robbery prevention, and fraud monitoring. Christi is a Certified Community Bank Security Officer (CCBSO), Certified AML and Fraud Professional (CAFP), Certified Bank Security Manager (CBSM), and a Certified Associate Business Continuity Professional (ABCP).
Contact Christi
(515) 245-2876
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
Homeownership
Mortgage Team
Email MeBankers 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 Mortgage Team
(515) 248-1320
Wealth Solutions
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
(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
(319) 896-7780
The Wealth Management Team
Email MeAt 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
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