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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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    Time to Consider Roth Conversions Again

    Aug 01, 2022

    Through June 2022 the S&P 500 was down over 20%. This means Roth IRAs are on sale. If you have never considered a “Roth Conversion” now may be the time to reach out to your advisor. Continue reading on what this could mean for you.

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    Money Management Tips for Couples

    Jul 01, 2022

    Couples consistently report finances as the leading cause of stress in their relationship. Here are a few tips to avoid conflict with your long-term partner or spouse.

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    Diane Altschwager to Retire after 35 Years

    Jul 01, 2022

    After 35 years of service with World Trend Financial and Terry Lockridge & Dunn, Diane Altschwager will retire on July 10th.

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    IRA Moves to Make

    Jun 01, 2022

    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, consider these IRA moves.

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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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Melissa Coker

Melissa Coker

Administrative Assistant

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Cindy Culler

Executive Assistant to the President

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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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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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Becky Sinks

Administrative Assistant

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Sarah Specht

Sarah Specht, CFP®

Investment Advisor Representative

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Tim Terry

Tim Terry

Founder, Deceased

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Kim Tucker

Finanacial Associate

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Ellie Jo Wilson

Ellie Jo Wilson

Administrative Assistant

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