Staff Profiles
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Name: Tim Terry
Position: Founder, Partner
Expertise: Financial and tax planning. Business advisory services.
Fun fact: Has traveled to more than 60 countries
Philosophy: Strive to create a work of art in everything you do
Interests: Family, piano, literature, philosophy
Someday I hope to: Play “Rhapsody in Blue”
Education: Loras College
Family: Wife Gretchen, children Maggie, Liam, Lila and Rosie
Affiliations: Willowwind School, president board of trustee and Preucil School of Music board
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Name: Patty Davidson
Position: Chairman, Partner
Secret power: No-nonsense approach
Expertise: Retirement planning, issues affecting the elderly
The three most important things in my life: Family, work and faith
Passion: I love people
Interests: Reading, scrapbooking, spending time with my family and volunteer work
Major life accomplishments: Having a loving family and grandchildren and loving my work
Family: Husband Pat, daughter Amy, son-in-law Ryan, grandchildren Raelynne and Payton
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Name: Tory Meiborg
Position: President, Partner
Secret Power: Attention to detail
Specialty: Recognizing value
Interests: Running, golf, St. Louis Cardinals
Education: Mount Mercy College
Family: Wife Kara, children Ozzie, Max and Albert
Someday I hope to: Coach my boys’ little league teams and develop a financial literacy class for local high schools
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Name: Donna Sanders
Position: Vice President
Philosophy: Always treat others the way you want to be treated.
Passion: I enjoy people. I especially like getting to know them and to assist them in reaching their dreams.
Hobbies & Interests: Quilting, golfing and reading. I also enjoy watching the Cubs.
Family: Husband Jeff, children Jennifer, Benjamin, and Winston and one grandchild, Jacob
The three most important things in my life: Faith, Family and Friendships. With these three things everything is life is possible.
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Name: Gabe Rohwedder, CRPC, IAR
Position: Managing Director
Expertise: The planning and post-retirement needs of individuals
Passion: Living life to the fullest. This directly translates into what I do for my clients. By building wealth, I am able to help them achieve their personal and financial dreams. Seeing my clients succeed gives me personal satisfaction.
The three most important things in my life: Integrity, family and health
Interests: Volleyball, working out, spending time with friends and family
Education: Mt. Mercy College
Someday I hope to: Travel the world
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Name: Heidi Rosenberg, AAMS
Position: Client Services Director
Passions: Good service, gratitude and Godiva
Interests: Reading, movies, collecting quotes, writing, the Rocky Mountains, my children’s social and private lives, desserts, nature, gardening
Major Life Accomplishments: Raising two delightful kids
Education: Cornell College
Family: Children Nick and Katie
Someday I Hope To: have the leisure to read all the books, see all the movies and visit all the places I want
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Name: Rob Myers
Position: Financial Consultant
Passion: Self improvement and personal growth. Continually learning and pushing the boundaries.
The three most important things in my life: Family, friends and personal integrity
Interests: Running, biking, anything athletic. Following the Chicago Cubs and believing this is the year!
Education: University of Iowa
Someday I hope to: Travel more
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Name: Patrick Campbell
Position: Financial Analyst
Philosophy: Outwork your competition through dedication and determination
Passion and how does this translate into your professional work: I obsess about solutions. This passion translates to providing high quality investment vehicles in order to provide a financially secure future for our clients.
Hobbies & Interests: Traveling, snow-skiing, boating, emerging trends and technology, community involvement, reading, and time with family and friends
Family: Parents Cam & Kathy, and 3 brothers
The three most important things in my life: Family, health, and professional development
Education: University of Iowa
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Name: Diane Altschwager
Position: Director of Operations
The three most important things in my life: Family, friends and succeeding in what I do
Interests: Reading, golf, being involved in my children’s activities, scrapbooking and volunteering for the Girl Scouts
Education: Waukesha Technical College
Family: Husband Don and daughters Deena and Darcey
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Name: Sandy Kuda
Position: Secretary/Treasurer
The three most important things in my life: Family, work and faith
Interests: Playing cards with family and friends, camping, reading
Family: Husband Jeff
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Name: Laura Burkle
Position: Development Director
Year joined the firm: 2007
The three most important things in my life: Family, friends and health
Interests: Running, cooking, traveling, volunteering, anything involving kids
Education: University of Iowa
What I’m passionate about: Working with and getting to know people from all different walks of life
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