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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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    Terry Lockridge & Dunn and World Trend Financial Join Savant Wealth Management

    Oct 01, 2022

    Dear Clients and Friends, We are writing to share some exciting news: World Trend Financial and Terry Lockridge & Dunn have joined Rockford, Illinois-based Savant Wealth Management and Savant Tax and Consulting, an affiliate of Savant Wealth Management, effective October 1st.

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    Funding Retirement AND Your Child's Education

    Sep 01, 2022

    Should you prioritize your own future over your child’s education? This is an emotionally charged question that leads many parents to fund college at the expense of their own retirement. However, with proper planning, you may be able to fund your retirement and still offer financial support for college.

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    5 Great Things to Know about IRAs

    Sep 01, 2022

    IRA's can be a powerful tool to lower taxes all while saving for retirement or other predetermined uses. Here are five fairly unreported things to know about IRA's.

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    Tory Meiborg Marks 25 Years

    Sep 01, 2022

    Twenty-five years is a long time to not only endure, but also succeed. Since Tory joined World Trend in August 1997, some historically significant events have occurred. Throughout all of the years of financial ups and downs, Tory has been successfully fulfilling World Trend’s mission of helping clients achieve their financial goals.

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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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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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