Our Team of Financial Experts
About the Education Center
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. Check out their great content throughout this site, and subscribe so you don’t miss an update!
Personal Finance Experts
Ana Sandoval
AVP, East Euclid Assistant Branch Manager
NMLS ID#: 1798536
[email protected]
Josh Klipping
Relationship Banking Officer
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.
NMLS ID#: 1617237
(515) 271-1002
[email protected]
Josh Klipping
Relationship Banking Officer
NMLS ID#: 1617237
[email protected]
Josh Klipping
Relationship Banking Officer
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.
NMLS ID#: 1617237
(515) 271-1002
[email protected]
Peyton Husmann
VP, Cedar Rapids Branch Manager
NMLS ID#: 1911300
[email protected]
Josh Klipping
Relationship Banking Officer
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.
NMLS ID#: 1617237
(515) 271-1002
[email protected]
Business Experts
Chad Solberg
VP, Business Banking Manager
[email protected]
Chad Solberg
VP, Business Banking Manager
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.
(515) 245-2409
[email protected]
Dana Huey
VP, Commercial Relationship Manager
[email protected]
Dana Huey
VP, Commercial Relationship Manager
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.
(515) 245-5220
[email protected]
Kelly Robus
VP, Senior Specialty Finance Relationship Manager
[email protected]
Kelly Robus
VP, Managing Director – Specialty/ESOP Finance
Kelly Robus joined Bankers Trust as a Commercial Portfolio Manager in August 2013. After many years leading the underwriting support for all ESOP relationships, Kelly was promoted in 2019 to Assistant Vice President, Associate Managing Director of ESOP Finance. She was then promoted to Vice President in 2021 and to her current position in 2024. Prior to joining Bankers Trust, Kelly held positions at Great Western Bank, Commerce Bank and Firstar. She has 34 years of experience in the financial services industry, 31 of which have been spent in banking. Kelly received a degree in business management from Central College.
(515) 247-2124
[email protected]
Kevin Tiernan
SVP, Treasury Management Senior Manager
[email protected]
Kevin Tiernan
SVP and Manager, Treasury Management
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.
(515) 246-3330
[email protected]
Security Experts
Amy Berger, CCBSO, CAFP, ABCP, CBBCP
AVP, Fraud and Security Supervisor
[email protected]
Amy Berger, CCBSO, CAFP, ABCP, CBBCP
AVP, Fraud and Security Supervisor
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.
[email protected]
Homeownership Experts
The Mortgage Team
NMLS ID#: 571176
Bank NMLS ID# 440379
[email protected]
The Mortgage Team
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.
NMLS ID#: 571224
(515) 248-1320
[email protected]
Wealth & Retirement Experts
Jason Egge
VP, Financial Services Manager
[email protected]
Jason Egge
VP, Financial Services Manager
Jason Egge joined Bankers Trust in 2004 and has more than 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. Their assets include stocks, corporate bonds, municipal bonds, government bonds, mutual funds, ETFs (Exchange Traded Funds) and annuities. Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.
[email protected]
Jenny Carter
SVP, Managing Director, Institutional and Client Services
[email protected]
Jenny Carter
SVP, Managing Director, Institutional and Client Services
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). Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.
515-245-5245
[email protected]
Matt Abel
VP, President of BTC Trust Company of South Dakota [email protected]
Matt Abel
President
Matt joined BTC Trust Company of South Dakota in 2021 and was promoted to President in 2022. He earned his bachelor’s degree in government and international affairs from Augustana College and his Juris Doctorate and master’s degree in public administration from the University of South Dakota. He was named by Best Lawyers in America as a One to Watch – Trusts and Estates in 2020 and 2021. Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.
(605) 338-5033
[email protected]
Susan Rathjen
SVP, Private Banking Senior Manager
NMLS ID#: 571215
[email protected]
Susan Rathjen
Senior Vice President, Private Banking Senior Manager
Susan Rathjen is senior vice president, private banking senior manager at Bankers Trust. In this role, Susan leads the bank’s private banking teams across all markets. Her main responsibilities include managing the integrated delivery of comprehensive financial solutions to high-net-worth clients, coaching advisors and partners on cross-discipline opportunities, developing growth and client retention strategies, and leading a multi-state team of more than 20 financial professionals.
[email protected]
NMLS ID#: 571215
Zach Holmes
AVP, Private Wealth Advisor
[email protected]
Susan Rathjen
Senior Vice President, Private Banking Senior Manager
Susan Rathjen is senior vice president, private banking senior manager at Bankers Trust. In this role, Susan leads the bank’s private banking teams across all markets. Her main responsibilities include managing the integrated delivery of comprehensive financial solutions to high-net-worth clients, coaching advisors and partners on cross-discipline opportunities, developing growth and client retention strategies, and leading a multi-state team of more than 20 financial professionals.
[email protected]
NMLS ID#: 571215
Education Center Newsletter
Don’t miss out! Subscribe to our newsletter to receive the latest educational articles and videos at your fingertips.