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PROACTIVE, NOT REACTIVE

We will "look around the corner" to see what lies ahead.

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Wealth Building Advisors

Real People. Real Financial Strategies. Real Results

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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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    Retirement Savings Tips for Business Owners

    Mar 01, 2021

    As an owner of a small business, you have proven that you are a self-starter by operating a successful private enterprise. Of equal importance is applying your skills towards saving for your future. Here are some of the most popular tax-advantaged retirement vehicles for small business owners and some tips on saving for retirement.​

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    Avoid These IRA Mistakes

    Mar 01, 2021

    These days we need to do all we can to boost our retirement savings, and tax breaks can help. To build your individual retirement account and maximize your potential savings, avoid these common IRA mistakes.

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    3 Go-To Tax Moves in 2021

    Mar 01, 2021

    Here are three time-tested steps you can take to begin your 2021 tax planning on the right foot.

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    World Trend Celebrates 30 Years

    Mar 01, 2021

    Celebrating 30 years!

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Working With an Advisor




Retire Early and Thrive!
September 2020 Webcast Recording

Broker Check

World Trend Financial offers investment advisory services.

Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563) 326‐2064.
Member FINRA/SIPC.

World Trend Financial and Ausdal Financial Partners, Inc. are independently owned and operated.

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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Lorene Cervenka

Lorene Cervenka

Administrative Assistant to the President

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Melissa Coker

Melissa Coker

Administrative Assistant

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David Gruber

David Gruber

Investment Advisor Representative

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Brad Haverback

Brad Haverback, CFP®

Vice President, Partner

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Ethan Howard

Ethan Howard

Investment Advisor Representative

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Cathy Johnson

Cathy Johnson, CPA, CGMA

Chief Administrative Officer

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Jon Keller

Financial Representative Trainee

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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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Sarah Nolte

Sarah Nolte, 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

Financial Associate

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Sarah Specht

Sarah Specht, CFP®

Investment Advisor Representative

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Tim Terry

Tim Terry

Founder, Partner

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Jody Thies

Jody Thies

Financial Associate

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Ellie Jo Wilson

Ellie Jo Wilson

Administrative Assistant

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