BTC Financial Services

BTC Financial Services – A Division of Bankers Trust 

Started in 2004, BTC Financial Services has been putting clients’ needs first while providing a range of investment management services. Our goal is to leverage our expertise in a way that meets each customer’s distinct needs and objectives. We do this by following a four-step process:

Graphic showing our process in four steps; discover, plan, implement and monitor
 

  • Discover – We will work closely with you to understand your goals, values, current financial status, income needs and the future you imagine for yourself.
  • Plan – We will develop a written plan or proposal that will be presented to you outlining recommended strategies to meet your needs.
  • Implement – We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.
  • Monitor – We will regularly review the progress of your plan against benchmarks and changes in your life and make adjustments as needed.

As a result of this process and years of commitment to customer service, our customers have invested more than $110 million through BTC Financial Services. After all, clients come to us with a lifetime of their hard work and retirement savings. Our goal is to help clients find investment options that will give them peace of mind so they’re able to enjoy the things that matter most in retirement – spending time with family and friends and enjoying warm vacations in the winter!

Learn more about what to look for in an investment manager.

Photo of Jason Egge

Jason Egge
Vice President, BTC Financial Services
7000 University Ave., Windsor Heights, Iowa 50324
(515) 245-2892
1-800-362-1688
jason.egge@securitiesamerica.com

About Jason Egge

  • 20 years of industry experience
  • 2016 Master’s Forum – Top Producer
  • Nominated by Securities America in 2016 as one of the Top 100 Bank Advisors in the U.S.
  • 2015 Platinum Club – Top Producer
  • 2010 Winner of Award of Excellence – Integrity Award voted on by peers
  • Graduated from Coe College in Cedar Rapids in 1997 with degrees in economics and history
  • Lives in Des Moines with his wife, Sarah, and two daughters, Norah and Harper
  • Enjoys spending time with family, biking, basketball, reading and the outdoors
Photo of Tyler Kamerman

Tyler Kamerman, RICP®
Financial Advisor, BTC Financial Services
7000 University Ave., Windsor Heights, Iowa 50324
(515) 271-1009
1-800-362-1688
tyler.kamerman@securitiesamerica.com

About Tyler Kamerman, RICP®

  • Holds designation as a Retirement Income Certified Professional® (RICP)
  • Six years of industry experience
  • Recognized in the Principal Premier Club in 2013 and 2014
  • Graduated from Simpson College in 2000 with a degree in corporate communication
  • Lives in Beaverdale with his wife, Jessica, and children, Ian and Arianna
  • Enjoys spending time with family and staying involved with his church and Australian football

BTC Financial Services Support Team

Bailey Lose
Financial Services Account Specialist, BTC Financial Services
7000 University Ave., Windsor Heights, Iowa 50324
(515) 271-1005
1-800-362-1688
bailey.lose@securitiesamerica.com

About Bailey Lose

  • Holds Iowa Life Insurance and Series 6 licenses
  • 10 years of experience in the banking industry; two with BTC Financial Services
  • BA in business management/administration from University of Iowa and AA in business administration from Des Moines Area Community College
  • Lives in Beaverdale with her husband, Nick, and daughter, Mia
  • Enjoys spending time with her family and two dogs, cooking and crafting

Mary Swanson
Financial Services Assistant, BTC Financial Services
7000 University Ave., Windsor Heights, Iowa 50324
(515) 271-1016
1-800-362-1688
mary.swanson@securitiesamerica.com

About Mary Swanson

  • 20 years of industry experience
  • Received a Master of Tax from Drake University and holds a degree in accounting from Iowa State University
  • Lives in West Des Moines with her husband, Randy, and has three grown children
  • Enjoys spending time with family, outdoors and volunteering at the Animal Rescue League

Check the background of this firm on FINRA's BrokerCheck.

Jason Egge and Tyler Kamerman, RICP® are registered representatives with Securities America, Inc. Jason is securities licensed in AZ, CA, IA, MA, MT and NY. Tyler is securities licensed in AZ, FL, IA, IL, MI, MO and NE. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Bankers Trust, BTC Financial Services, a division of Bankers Trust, and Securities America are separate companies. 

Not FDIC Insured-No Bank Guarantees-May Lose Value-Not a Deposit – Not Insured by Any Government Agency

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BTC Financial Services | BankersTrust