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WE ARE PLEASED TO ANNOUNCE THAT WORLD TREND FINANCIAL HAS JOINED SAVANT WEALTH MANAGEMENT

Terry Lockridge & Dunn joined Savant Tax & Consulting

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Recent News

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    Is a Roth Conversion Right for You?

    Dec 01, 2022

    You may have heard your friends or even your advisor talk about it: a backdoor Roth IRA conversion. What is it, and how do you know whether it’s right for you?

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    A Financial Advisor’s Role in Tax Planning

    Dec 01, 2022

    The next “tax season” will arrive before you know it. While the first person who comes to mind is probably your accountant or tax preparer, don’t forget about financial advisors who monitor the impact of taxes on their clients’ portfolios all year long.

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    What You Need to Know Before Gifting Money to Family

    Dec 01, 2022

    The last few years have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic consequences. Keep these considerations in mind before writing a check.

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    Beware of These Four Traps as You Approach Retirement

    Dec 01, 2022

    After years of full-time employment, it’s easy to get used to receiving a regular salary and benefits. As you prepare to retire, review these common traps so you can increase your chances of avoiding them.

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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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