Meet 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. 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!
Personal Finance Experts

Josh Klipping
Relationship Banking Officer
NMLS ID#: 1617237

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) 245-2803
[email protected]
Business Experts

Eric Drexler
VP, Managing Director of Equipment Finance

Eric Drexler
VP, Managing Director of Equipment Finance
Eric Drexler is managing director of Equipment Finance at Bankers Trust. With more than 16 years in the industry, Eric works with companies to provide financing solutions for businesses’ large scale equipment, vehicle and technology purchases. Prior to joining Bankers Trust, Eric held positions at GE Capital, Wells Fargo and Fifth Third as a Midwest territory manager in the equipment finance departments. He attended Iowa State and Upper Iowa University, where he received his Bachelor’s degree. Eric is a member of the Equipment Leasing and Finance Association (ELFA).
(515) 248-1308
[email protected]

Dana Huey
VP, Commercial Relationship Manager

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]

Dan Perez, CTP
VP, Senior Commercial Banking Product Manager

Dan Perez, CTP
VP, Senior Commercial Banking Product Manager
Eric Drexler is managing director of Equipment Finance at Bankers Trust. With more than 16 years in the industry, Eric works with companies to provide financing solutions for businesses’ large scale equipment, vehicle and technology purchases. Prior to joining Bankers Trust, Eric held positions at GE Capital, Wells Fargo and Fifth Third as a Midwest territory manager in the equipment finance departments. He attended Iowa State and Upper Iowa University, where he received his Bachelor’s degree. Eric is a member of the Equipment Leasing and Finance Association (ELFA).
[email protected]

Kelly Robus
VP, Managing Director – Specialty/ESOP Finance

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]

Chad Solberg
VP, Business Banking Manager

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]

Kevin Tiernan
SVP and Manager, Treasury Management

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

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#: 571224
Bank NMLS ID# 440379

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.
(515) 248-1320
[email protected]
Wealth & Retirement Experts

Matt Abel
President

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) 221-3094
[email protected]

Jason Egge
VP, Financial Services Manager

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

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]

Allen Goody, CPA, CFA
SMD, Senior Investment Strategist

Allen Goody, CPA, CFA
Senior Managing Director, Senior Investment Strategist
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). 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) 245-5222
[email protected]

Susan Rathjen
Senior Vice President, Private Banking Senior Manager
NMLS ID#: 571215

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

The Wealth Management Team

The Wealth Management Team
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. 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.
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