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Wealth Building Advisors

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Award Winning Services

Corridor Business Journal Fastest Growing Companies Honoree 5 times.

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Recent News

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    Avoid These Retirement Planning Mistakes

    Apr 02, 2018| by admin

    Retirement can creep up on you. One day you are climbing the corporate ladder or building a client base for your business. Next thing you know, you are in your 50's or 60's. Before you take that gold watch at your farewell party, make sure you are avoiding these retirement planning mistakes.

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    Financial Calculators Available on Our Website

    Apr 02, 2018| by admin

    The World Trend Financial website has more than a dozen financial calculators for you to use.

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    Traditional IRA vs. Roth IRA - What are the Differences?

    Apr 02, 2018| by admin

    Most people know that the traditional IRA is a pre-tax investment, while the Roth IRA is funded with after tax dollars. Barry Frantz, EA discusses some of the factors to consider when evaluating the traditional IRA against the Roth IRA in this video.

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    3 Reasons to Consider a Living Trust

    Apr 02, 2018| by admin

    Everyone should have legal instructions to leave behind in the event of their death. For most people that means having a will, but some people should consider having a living trust.

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Meet Our Team

Our team is dedicated to providing you the best accountant and business consulation.

Kristina Adams

Kristina Adams

Client Specialist

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Diane Altschwager

Diane Altschwager

Financial Assistant

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Ellen Bright

Ellen Bright

Administrative Assistant

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Lorene Cervenka

Lorene Cervenka

Administrative Assistant to the President

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Patty Davidson

Patty Davidson

Chairman, Partner

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Gina Frederiksen

Gina Frederiksen

Administrative Assistant/Central Receptionist

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David Gruber

David Gruber

Investment Advisor Representative

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Janice Hartman

Janice Hartman

Financial Assistant

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Brad Haverback

Brad Haverback, CFP®

Vice President, Partner

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Cathy Johnson

Cathy Johnson, CPA, CGMA

Chief Administrative Officer

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Ky Kramer

Ky Kramer

Financial Associate

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Sandy Kuda

Sandy Kuda

Secretary / Treasurer

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Tory Meiborg

Tory Meiborg

President, Partner

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Rob Myers

Rob Myers, CFP®

Investment Advisor Representative

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Mike Russ

Mike Russ

Investment Advisor Representative

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Donna Sanders

Donna Sanders

Vice President

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Becky Shanahan

Becky Shanahan

Administrative Assistant

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Sarah Specht

Sarah Specht

Investment Advisor Representative

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Tim Terry

Tim Terry

Founder, Partner

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