The professional staff of Bankers Financial Services, LLC (BFS) includes individuals with experience in banking, brokerage services and operations, and investment banking. The key personnel of BFS include the following:

Mike Sherzan is Chairman of the Board of BDFSC Holdings Corp. headquartered in Johnston, Iowa.  BDFSC Holdings Corp. operates three subsidiaries:  Broker Dealer Financial Services Corp. and its divisions IBA Securities & BDF Investments; Bankers Financial Services, LLC, and Investment Advisors Corp.  In addition, Mr. Sherzan is a member of the National Futures Association’s Introducing Broker Advisory Committee, and a past member of the Security Industry Association’s CEO Roundtable, Group E.  Mr. Sherzan holds an MBA degree from the University of Iowa and has over 28 years experience in the securities industry.  He holds the following professional licenses:  FINRA Series 7, 63, 24, 27, 65, and 3, and Life, Annuity & Health insurance licenses. 

Lisa Smith is Vice President, Bankers Financial Services, LLC.  Ms. Smith’s focus is on client service, product development, marketing strategies, regulatory contact, accounting guidance, and all business needs for the Index CD program. Prior to joining Bankers Financial Services, LLC, Ms. Smith was Vice President of Client Services for Principal Capital Management. She received her degree in Business Administration and Accounting from Grand View College and has FINRA Series 7, 63, 65 and Life, Health and Accident insurance licenses.

Todd W. Garrington is the Sales Manager at Bankers Financial Services, LLC.  Todd focuses on sales assistance, marketing strategies, and national distribution for the Indexed CD programs.  Prior to joining Bankers Financial Services, LLC, he was an Account Manager for Principal Capital Management and has experience in human resources recruiting and the mortgage industry.  Todd received his Bachelor Degree in Business Administration from Upper Iowa University.

Kate Juelfs is the Institutional Sales Manager for Broker Dealer Financial Services, LLC.  The Institutional Sales department provides a full range of investment services and investment products to foundations and endowments, non-profits, banks, municipalities and pension plans.  Prior to joining BDFSC in 2006, Mrs. Juelfs had spent most of her career in management for retailing organizations, helping them grow their profitability and sales margins.  Mrs. Juelfs attended the University of Northern Iowa and holds the FINRA Series 7 and 66 licenses as well as Iowa Life, Health, and Accident insurance licenses. 

Barb Miller is an Accounting Assistant at Bankers Financial Services, LLC.  Barb focuses on month end accounting reports, product issue reporting, weekly pricing of hedge structures, maturity settlements and many various projects, sales & administrative backup to the index CD team.  Barb’s prior work experience includes resident real estate professional-independent contractor for Iowa Realty, customer service associate for State Farm Insurance, pension issue consultant & project leader for Principal Financial Group.  Barb is a graduate of Iowa State University with a bachelor of business administration degree in Finance.

Beth Stokes is a Board Member of BDFSC Holdings Corp.  Ms. Stokes is also CFO and Manager of Human Resources for Broker Dealer Financial Services Corp.  Prior to joining BDFSC in 2007, Ms. Stokes served as Controller for Brokers International, Ltd.  Ms. Stokes has her CPA and holds her FINRA Series 27 license.  She is a member of the Iowa Society of CPA’s and the American Society of CPA’s.

Lois Brookshire is Vice President, Fixed Income, Broker Dealer Financial Services Corp.  Prior to  joining BDFSC in July 2002, Ms. Brookshire was with Securities Corporation of Iowa as Fixed Income Trader. Ms. Brookshire focuses on market development to determine the potential value of fixed income investments.  She brings 17 years experience to BDFSC.  Ms.Brookshire’s role includes implementing effective sales and marketing campaigns.

Trent Holec is the Fixed Income Associate at Broker Dealer Financial Services, sister company to Bankers Financial Services.  Prior to joining BDFSC in January 2005, he attended Iowa State University where he received a Bachelor's degree in Business Management with emphasis in Finance.  Trent's focus is on product offerings, representative relationships, and marketing.  He is Series 7 and 66 licensed.

Mike Harken is the IT Manager at Bankers Financial Services, LLC.  Mike has 15 years experience in the IT field.  Mike has developed, designed and consolidated the network configuration and multiple systems along with security precautions critical to ways everyone affiliated with BDFSC conducts business on a day-to-day basis.

Deborah Jackson is a Board Member and Chief Compliance Officer (CCO), Senior Vice President, Broker Dealer Financial Services Corp.  Ms. Jackson has over 30 years experience in the brokerage and insurance industry.  Ms. Jackson’s responsibilities include risk management along with ensuring the firm’s written policies and procedures are designed to detect and prevent violations of securities law. Ms. Jackson administers the firm’s Continuing Education Program, and is responsible for both firm and representative regulatory registrations.  Ms. Jackson holds the following licenses; Series 4, 7, 24, 53, 55, 63, 65 and Life, Health, Annuity insurance licenses.