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 About me

Josh Klipping

Relationship Banker

Josh Klipping

Relationship Banker Email Me

Josh Klipping is a relationship banker 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

jklipping@bankerstrust.com

(515) 271-1002

Steve Rodriguez About me

Steve Rodriguez

Relationship Banking Officer

Steve Rodriguez

Relationship Banking Officer Email Me

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

SRodriguez@bankerstrust.com

602-224-2029

Saundra Miller About me

Saundra Miller

Vice President, Consumer Services Manager II

Saundra Miller

Vice President, Consumer Services Manager II Email Me

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

smiller@bankerstrust.com

(515) 245-5206

Business

Kevin Tiernan About me

Kevin Tiernan

VP, Treasury Management/Global Banking Sales Manager

Kevin Tiernan

VP, Treasury Management/Global Banking Sales Manager Email Me

Kevin Tiernan serves as SVP, Treasury Management Senior Manager at Bankers Trust. He has nearly 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

ktiernan@bankerstrust.com

(515) 246-3330

Joe DeJong About me

Joe DeJong

Managing Director, ESOP / VP, Senior Commercial Relationship Manager

Joe DeJong

Managing Director, ESOP / VP, Senior Commercial Relationship Manager Email Me

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

jdejong@bankerstrust.com

(515) 245-5251

Lorie Davis About me

Lorie Davis

VP, Senior Commercial Relationship Manager

Lorie Davis

VP, Senior Commercial Relationship Manager Email Me

Lorie Davis is VP, Senior Commercial Relationship Manager at Bankers Trust. Lorie joined Bankers Trust in 2019, bringing 40 years of banking experience with her, and has been a dedicated member of the Commercial Real Estate team ever since. Lorie is a graduate of the University of Iowa where she earned her bachelor’s degree and a graduate of the National School of Real Estate Finance in Madison, WI.

Contact Lorie

ldavis@bankerstrust.com

(319) 896-7770

Chad Solberg About me

Chad Solberg

VP, Business Banking Manager

Chad Solberg

VP, Business Banking Manager Email Me

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

csolberg@bankerstrust.com

(515) 245-2409

Retirement & Investing

Jason Egge About me

Jason Egge

Vice President, BTC Financial Services

Jason Egge

Vice President, BTC Financial Services Email Me

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

jegge@bankerstrust.com

(515) 245-2892

Jenny Carter About me

Jenny Carter

Vice President, Associate Managing Director, Retirement Plan Services

Jenny Carter

Vice President, Associate Managing Director, Retirement Plan Services Email Me

Jenny Carter is vice president, managing director of 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

jcarter@bankerstrust.com

(515) 245-5245

Security

Christi McWilliams, CCBSO, CAFP, ABCP, CBSM About me

Christi McWilliams, CCBSO, CAFP, ABCP, CBSM

AVP, Security Officer – Financial Intelligence

Christi McWilliams, CCBSO, CAFP, ABCP, CBSM

AVP, Security Officer – Financial Intelligence Email Me

Christi McWilliams is the Bank Security Officer 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

cmcwilliams@bankerstrust.com

(515) 245-2876

Edin Hadzic, CBAO, CBSM, CAMS About me

Edin Hadzic, CBAO, CBSM, CAMS

Financial Intelligence Officer

Edin Hadzic, CBAO, CBSM, CAMS

Financial Intelligence Officer Email Me

Edin Hadzic is a Compliance and Information Security Officer at Bankers Trust. His responsibilities include Bank Secrecy Act (BSA)/Anti-Money Laundering Compliance and fraud monitoring. Edin is a Certified Bank Security Manager (CBSM), Certified BSA-AML Officer, holds a CAMS certification (Certified Anti-Money Laundering Specialist), and was designated as the Bank’s OFAC Officer in the summer of 2017. Edin is a graduate of Grand View University where he earned a Bachelor of Science degree in Management Information Systems and Business Administration.

Contact Edin

ehadzic@bankerstrust.com

(515) 222-2016

Homeownership

Mortgage Team About me

Mortgage Team

Mortgage Team

Email Me

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 Mortgage Team

ysilvers@bankerstrust.com

(515) 248-1320

Wealth Solutions

Allen Goody, CPA, CFA About me

Allen Goody, CPA, CFA

Senior Managing Director, Senior Relationship Manager

Allen Goody, CPA, CFA

Senior Managing Director, Senior Relationship Manager Email Me

Allen Goody, who joined BTC Capital Management in 2017, has over 20 years of experience in the financial services industry. In his role as a Senior Relationship Manager, 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

agoody@bankerstrust.com

(515) 245-5222

Kristin Parrott About me

Kristin Parrott

Private Banking Officer

Kristin Parrott

Private Banking Officer Email Me

Kristin Parrott is a 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

kparrott@bankerstrust.com

(319) 896-7780

The Wealth Management Team About me

The Wealth Management Team

The Wealth Management Team

Email Me

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

marketingbtc@gmail.com

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