BTC Financial Management, a subsidiary of BTC Bank, is proud to announce the addition of Katie Remsburg as its newest Financial Advisor. With a strong background in financial services and a passion for helping individuals and families achieve their financial goals, Katie brings both experience and heart to the BTC Financial Management team.
Katie joins BTC Financial Management after several years with TD Ameritrade and Charles Schwab. Katie is a licensed financial professional with extensive credentials in investment strategy, compliance, and supervisory roles, reflecting her deep expertise in the financial services industry.
Katie’s approach to financial advising is rooted in clear communication and simplicity. “I believe in making financial planning approachable, one step at a time,” she says. “It’s not about us, it’s about helping clients feel confident and empowered in their financial journey.”
Originally from Westside, Iowa, Katie and her husband, Matt Remsburg, Pastor at Trinity Christian Church in Decatur, are excited to be part of the local community. Katie is already involved in local church activities and looks forward to building strong relationships throughout the region.
At BTC Financial Management, Katie will focus on providing comprehensive financial planning services, including investment strategies and retirement planning. She is especially passionate about helping clients experience those “light bulb moments” when financial concepts click and long-term goals come into focus.
“We’re thrilled to welcome Katie to our team,” said Jeff Donovan, BTC Financial Management Manager. “Her experience, values, and client-first mindset align perfectly with our mission to provide trusted financial guidance to our communities.”
Katie will serve clients from BTC Bank’s Lamoni, Iowa location at 2090 E Main Street. To learn more or schedule a consultation, visit btcfinancialmgmt.com.
About BTC Financial Management
BTC Financial Management is a subsidiary of BTC Bank, offering a full range of financial planning and investment services. With a commitment to personalized service and community values, BTC Financial Management helps clients build a better financial future. BTC Financial Management investment and insurance products and services are not a deposit; not FDIC insured; may lose value; not bank guaranteed; not insured by any federal government agency. Learn more at btcfinancialmgmt.com.