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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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    5 Steps to Review Your Beneficiary Designations

    Nov 01, 2019| by

    Are your beneficiary designations up to date? Do you even know which accounts have beneficiaries and whom you have designated? It is easy to lose track. But it is important to keep them current. Here is why, plus a few steps to manage your review process.

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    Key Retirement Account Rules to Remember

    Oct 01, 2019| by

    While the definition of retirement may change from person to person, qualified retirement savings plans are centered around three key terms. Knowing them and what they mean to you BEFORE you retire are some of the keys to a successful retirement.

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    Kristina Adams Competes at the Spartan World Championship

    Oct 01, 2019| by

    The world’s most elite athletes have conquered Spartan’s top obstacle races, but do they have what it takes to rule the world?

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    Make a Wish Contribution

    Oct 01, 2019| by

    Several years ago, Tory and Kara Meiborg established a foundation in their son Max’s name to provide a Make a Wish trip to a child who is facing challenging medical issues.

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Working With an Advisor

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

Financial Representative Trainee

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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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Sarah Specht

Sarah Specht

Investment Advisor Representative

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Tim Terry

Tim Terry

Founder, Partner

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Jody Thies

Jody Thies

Administrative Assistant

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Ellie Jo Wilson

Ellie Jo Wilson

Administrative Assistant

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