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.

Working with Us

When it comes to working with BTC Financial Services, you can expect a relationship-focused approach with your best interests put first. Our financial advisors are registered through Securities America Advisors, which put together this short video on what you can expect when you work with us for your investment management needs.

Watch the Video


Jason Egge

Jason Egge
Vice President, BTC Financial Services
7000 University Ave., Windsor Heights, Iowa 50324
(515) 245-2892

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

​ BTC Financial Services Support Team

Bailey LoseBailey Lose
Financial Services Account Specialist, BTC Financial Services
7000 University Ave., Windsor Heights, Iowa 50324
(515) 271-1005

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

Mary Swanson
Financial Services Assistant, BTC Financial Services
7000 University Ave., Windsor Heights, Iowa 50324
(515) 271-1016

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
Mary Swanson

Cristal Pereda
Financial Services Account Assistant, BTC Financial Services
7000 University Ave., Windsor Heights, Iowa 50324
(515) 271-1013

About Cristal Pereda

  • More than 3 years of experience in the Financial Industry
  • Attended Estrella Mountain Community College
  • Fluent in Spanish – Bi-lingual
  • Lives in Des Moines with her son, Michael
  • Enjoys spending time with son, cooking, traveling and the outdoors

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

Jason Egge and Tyler Kamerman, RICP® are registered representatives with Securities America, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. 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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Private Banking

The cornerstone of Bankers Trust Private Banking is the one-to-one relationship between you and your Private Banker. Whatever your banking need, your Private Banker is personally equipped to give each and every request the highest level of attention. 

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BTC Financial Services | Bankers Trust