Staff Profiles


        Name: Tim Terry
Position: Founder, Partner
Firm: Terry Lockridge & Dunn / World Trend Financial
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, Board of Directors for UNESCO City of Literature 
       Name: Patty Davidson
Position: Chairman, Partner
Firm: World Trend Financial
Position: Cairman, Partner
Secret power: No-nonsense approach
Expertise: Retirement planning, issues affecting the elderly
The three most important things in my life: Family, faith and career 
Passion: I love working with people and being able to make a difference in their lives 
Interests: Reading, scrapbooking, spending time with my family and volunteer work
Major life accomplishments: Having a loving family, grandchildren and my career
Family: Husband Pat, daughter Amy, son-in-law Ryan, grandchildren Raelynne, Payton and Macey
       Name: Tory Meiborg
Position: President, Partner
Firm: World Trend Financial
Secret Power: Attention to detail
Specialty: Recognizing value for my clients
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
       Name: Donna Sanders
Position: Vice President

Firm: World Trend Financial
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.
       Name: Jeremy Mead, CFA, CRPC
Position: Chief Investment Officer
Firm: World Trend Financial
Expertise: Investment Management and Retirement Planning
Secret Power: Communicating challenging topics in understandable terms
Interests: Family, education and all things baseball!
Someday I hope to: Travel to Alaska
Education: Louisiana Tech University / University of Iowa
Family: Wife Laurie, children Sam and Nate
       Name: Cathy Johnson, CPA
Position: Chief Administrative Officer / Chief Financial Officer
Firm: Terry Lockridge & Dunn / World Trend Financial 
Affiliations: American Institute of Certified Public Accountants, Iowa Society of Certified Public Accountants, Institute of Management Accountants, Assoication of Financial Professionals and Professional Women's Network.
       Name: Rob Myers
Position: Financial Consultant
Firm: World Trend Financial
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
       Name: Diane Altschwager
Position: Director of Operations
Firm: World Trend Financial
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
       Name: Patrick Campbell
Position: Financial Analyst

Firm: World Trend Financial
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
       Name: Adam Tiedt
Position: Director of Client Services
Firm: Terry Lockridge & Dunn / World Trend Financial
Expertise:  Groundwork and relationship marketing
Fun Fact:  Competed in over 50 golf tournaments both as an amateur and professional
Philosophy:  Work ethic, ambition, and personal passion are vital steps in positioning for success
Someday I hope to: Run a marathon in each of the 50 states
Education:  University of Iowa, Marketing
Interests:  Health & Science, University of Iowa athletics, golf, softball and basketball
3 Most Important things in my life:  Faith, family, and friends
       Name: Sandy Kuda
Position: Secretary/Treasurer
Firm: World Trend Financial
The three most important things in my life: Family, work and faith
Interests: Playing cards with family and friends, camping, reading
Family: Husband Jeff
       Name: Paula Rogers, CPA
Position: President, Partner
Firm: Terry Lockridge & Dunn
Secret power: No-nonsense approach
Expertise: Accounting systems and financial consulting for individual and corporate clients
Passion: Going above and beyond to exceed my clients' expectations
Interests: Coaching children’s activities, running, reading
The three most important things in my life: Family, friends and religion
Family: My husband Mark and children Brandi and Trae
Major life accomplishments: Having a wonderful family and successful career
Education: College of St. Benedict in St. Joseph, Minnesota
Member: American Institute of CPAs, Iowa Society of CPAs, Professional Women’s Network, Accounting Advisory Committee Member for Kirkwood Community College
       Name: Rhonda Andrews
Position: Vice-President, Partner
Firm: Terry Lockridge & Dunn
Secret Power: Friendly spirit
Education Mount Mercy College
Passion: I believe in dedication to my clients and coworkers. I began my accounting career with TLD and now I’m a partner. I plan on retiring from this firm in the future.
Year joined the firm: 1994
The three most important things in my life: Family, friends and security
Interests: Travel, spending time with family
Family: Son Tyler
       Name: Kim Vine, CPA
Position: Vice-President, Partner
Firm: Terry Lockridge & Dunn
Specialty: Small business and individual tax planning
Secret power: Solving complex tax issues
Year joined the firm: 1993
Passion: Creating relationships with my clients to effectively meet all their financial needs
The three most important things in my life: Faith, family and friends
Interests: Working with kids in our church’s religious education program, volunteering at school and little league, reading, golf
Memberships: American Institute of CPAs, Professional Women’s Network
Education: Mount Mercy College
Family: Husband Martin and children Sondra, Spencer and Maria
       Name: Todd Helle
Position: Treasurer, Partner
Firm: Terry Lockridge & Dunn
Secret power: Keen intellect and tremendous endurance
The three most important things in my life: Family, faith and health
Education: Central College
Interests: Golf, jogging, spending time with family, coaching children’s youth sports
Family: Wife Sarah and children Grant, Lauren and Morgan
       Name: Barry Frantz
Position: Managing Director, Partner
Firm: Terry Lockridge & Dunn
Specialty: Tax planning and preparation for non-profit organizations, corporations, partnerships, fiduciaries and individuals
Professional interests: Non-profit organizations, Retirement plans
Year joined the firm: 2001
Secret power: My passion for sports translates into my professional work because it gives me a competitive edge when offering the best value to my clients.
Four most important people in my life: My wife Chris and my children Zach, Alex and Jaycee
Interests: Golf, coaching youth sports
Education: Wartburg College
       Name: Robin Jackson
Position: Accountant, Partner
Firm: Terry Lockridge & Dunn
Specialty: QuickBooks
The three most important things in my life: Family, friends and making time for myself
Most important people in my life: My parents. They are my main source of advice and who I look up to.
Interests: Volleyball, softball, reading
Education: Simpson College
       Name: Lori Hannen, CPA
Position: Accountant
Firm: Terry Lockridge & Dunn
Specialty: Real estate partnerships and flow-through entities
Passion: Raising a child who respects others which translates into treating everyone with respect
Education: Mount Mercy College
Interests: Reading, walking, aerobics, volunteering at my church and my daughter’s school
Someday I hope to: Look back at my life and say I made a difference in the life of my child. I also hope I made a difference to others by allieviating their stress in regards to their financial and tax matters.
Family: Husband Bill and daughter Ashley
       Name: Sonja J Dunlap
Position: Accountant
Firm: Terry Lockridge & Dunn
Expertise/Specialty: Tax planning, preparation, and
accounting for small businesses
Family: Sons William and Kevin and grandchildren Claire, Aaron and Zoe
Philosophy: To always go the “extra mile” to do and be
the very best
The three most important things in my life: Family, health, and faith
Major life accomplishments: Raising two sons to become wonderful young men.  Starting a business from “scratch” and growing it to over 600 clients
Education: University of Iowa
       Name: William McDonald, CPA
Position: Tax Director

Firm: Terry Lockridge & Dunn
Expertise/Specialty: Individual and entity taxation

Philosophy: Work hard and keep your sense of humor

Hobbies & Interests: Golf, reading

Family: Wife, Megan and our 8 children

The three most important things in my life: Family, faith and profession

The three most important people in my life: My wife and my parents – I have learned much about life from all three

Graduate of what school and with what degree: B.S. Accounting, Saint Cloud State University, Saint Cloud, Minnesota
       Name: Mike Mesch, CPA/ABV, AM, CFF
Position: Managing Director – Business Valuations & Advisory Services, Partner
Firm: Terry Lockridge & Dunn
Specialty: Business valuations, succession planning, financial, tax and business consulting
The three most important things in my life: Family, financial security and health
The three most important people in my life: My wife Steffani and my brothers Rob and Jeff
Passion: Meeting different people and helping them realize their dreams through financial advice and prudent business exit/succession strategies
Interests: Mountain biking, camping, golf, cookouts
Year joined the firm: 2004
Education: University of Iowa
       Name: Joan Marquardt, CPA
Position: Accountant
Firm: Terry Lockridge & Dunn
Specialty: Tax preparation for individuals, small businesses and not-for-profit organizations
Secret power: Organization
Year joined the firm: 2005
Education: Midland Lutheran College in Fremont, Nebraska
Passion: Growing and learning through education and life experiences
Interests: Reading, spending time with family, trying new recipes
Major life accomplishments: Finding Mr. Right and celebrating 25 years of marriage. Our two sons who have bright futures ahead of them. Obtaining a college degree as a nontraditional student, graduating summa cum laude and then passing the CPA exam.
Family: Husband Bill and sons Dennis and Tim
       Name: Brandon Yuska
Position: Accountant
Firm: Terry Lockridge & Dunn
Education: Iowa State University
Specialty: Small business consulting
The three most important things in my life: Family, friends and happiness
The most important people in my life: My wife Jodie, daughter Katelyn and my parents
What I’m passionate about: Sports and officiating. This translates into my work because to excel in athletics and officiating, you need to have drive, a great work ethic and consistency.
Interests: Officiating baseball and football
       Name: Joe Adduci, CPA
Position: Accountant
Firm: Terry Lockridge & Dunn
What I’m passionate about: Self-improvement and constantly developing new skills and abilities
Interests: Attempting to cook, sports, traveling, running and technology
Someday I hope to: Travel extensively throughout the world
       Name: Shelly Zell, EA
Position: Accountant
Firm: Terry Lockridge & Dunn
Year joined the firm: 2007
Specialty: Individual tax preparation
Education: University of Iowa
Interests: Photography, ceramics, and reading
The three most important things in my life: Family, friends, and health         
       Name: Derek Friesth
Position: Financial Report Valuation Analyst

Firm: Terry Lockridge & Dunn
Specialty: Financial analysis, business valuations, consulting
Philosophy: I firmly believe in treating everyone fairly and the words “impossible” or “can’t” are imaginary in my no-nonsense approach to work and life

Passion and how does this translate into your professional work: I am passionate about enjoying life and helping others find fulfillment in theirs. When combined with my passion for Finance, this allows me to help people achieve their financial goals by providing them a greater understanding of their financial picture and offering them effective solutions.
Interests: Soccer, football, running, the outdoors, motorcycles, meeting new people and traveling

The three most important things in my life: Faith, family, and friends

Education: University of Iowa, Finance
       Name: Mia Haynes
Position: Accounting Associate

Firm: Terry Lockridge & Dunn
Hobbies & Interests:  Any outdoor activities, sports, music, kickboxing and animals.

Family: Daughter, Mahayla

The three most important things in my life: Family, friends and enjoying life

The most important person in my life: My daughter, she is what makes my world turn; she can turn any cloudy day into a ray of light.

Major life accomplishments: Obtaining my Accounting degree as a non-traditional student.

Someday I hope to:  Travel to Thailand to meet my biological family.

Educations: Kirkwood Community College, Associates in Accounting
       Name: Russell Gotto
Position: Accountant
Firm: Terry Lockridge & Dunn
Interesting Fact:  I spent a month of my senior year studying in China
Someday I hope to:  Make it to every continent (except Antarctica)
Education:  Loras College
Three most important things to me:  Family, faith and health
       Name: Kevin Hasler
Position: Accountant
Firm: Terry Lockridge & Dunn
Year joined the firm: 2009
Expertise: Tax Returns
Interests: Snow Skiing, biking, golf, spending time with my family
Family: Wife and two sons
       Name: Rosalie Wolf
Position: Director of Operations
Firm: Terry Lockridge & Dunn
Philosophy: See the good in everyone and respect differences
Interests: Travel, nature, reading, spending time with family
Education: University of Northern Iowa
Family: Husband Joe, son Michael and daughter-in-law Sarah, son Timothy and daughter-in-law Kristen
Secret power: Always finish what you start and do it to the best of your ability
The three most important things in my life: Family, faith and friends
Passion: To keep learning and to appreciate what life has to offer.