TLD & WT 2007 Company News


From buildings to new additions, we have had a lot going on throughout the year. See what we have been up to in 2007!

EMPLOYEE MILESTONES:

  • Patty Davidson became Chairman of World Trend Financial
  • Tory Meiborg was promoted to President of World Trend Financial
  • Barry Frantz became a partner of Terry, Lockridge & Dunn
  • Patty Davidson and Diane Altschwager celebrated their 20th year with our company

WELCOMING NEW ADDITIONS

  • We welcomed the addition of the following employees:
    • Sonja Dunlap, TLD Accountant
    • Rosalie Wolf, TLD Director of Operations
    • Shelly Zell, TLD Accountant
    • Corinne Lineback, TLD Accountant
    • Gabe Rohwedder, WT Managing Director
    • Rob Myers, WT Financial Consultant
    • Todd Vavra, WTFinancial Consultant
    • Laura Burkle, TLD & WT Development Director
    • Jessica Boyle, WT Assistant
    • Danielle Michel, WT Clerical
  • Terry, Lockridge & Dunn welcomed 266 new clients to our firm this year
  • World Trend welcomed 85 new clients

 COMPANY HIGHLIGHTS:

  • We broke ground on our new Iowa City building in May
  • The firms received new logos, complementary of one another
  • We hosted our first seminar series for Women to educate them on finances
  • We were named one of the best accounting and business consulting firms in the Corridor
  • We received the Chamber of Commerce's Excellence in Education Award for our work with                                           Willowwind School in Iowa City 
  • We traveled to Chicago to watch the Cubs play 

VOLUNTEER EVENTS

  • We participated in a number of volunteer events this past year including:
    • The Catherine McAuley Spelling Bee
    • Make-A-Wish Week to raise money for the Foundation
    • Making holiday cards for Veterans at the VA Hospital in Iowa City
    • Max Meiborg Foundation golf sponsorship
    • Ronald McDonald Meal Night in which we made dinner for the guests at the house
    • Catherine McAuley Mall Walk
    • Serving as auditors for the 2007 Miss Linn County Scholarship Competition
    • Cedar Rapids Breast Cancer Walk
    • Donating hats and mittens to the Catherine McAuley Center
    • Holiday food donations to the Catherine McAuley Center


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