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Wealth Building Advisors

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Award Winning Services

Corridor Business Journal Fastest Growing Companies Honoree 5 times.

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Recent News

  • Medicare Enrollment Basics

    Jun 01, 2018| by admin

    Given the escalating costs of health insurance, Medicare has become an increasingly important component of a retirement plan. This article reviews the four "parts" offered through Medicare and private insurance carriers.

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    The Finances of Divorce – Educating Clients: Seminar for Family Law Attorneys

    Jun 01, 2018| by admin

    If you are a family law attorney, please join Mike Mesch, CPA/ABV, ASA, CFF, Partner at Terry Lockridge & Dunn, from 2:00 – 4:00 on Thursday, June 21st, in our Cedar Rapids office, to delve into a matter that is extremely important to your clients – their financial well-being after a divorce.

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    Congrats to Our College Graduates!

    May 01, 2018| by admin

    May is the season for college graduates. Here are our new college graduates and where they are headed.

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    Protect Yourself in a Divorce Settlement

    May 01, 2018| by admin

    There are a lot of emotions swirling around during divorce proceedings. We can help you protect yourself from financial missteps.

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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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Ellen Bright

Ellen Bright

Administrative Assistant

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Lorene Cervenka

Lorene Cervenka

Administrative Assistant to the President

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Patty Davidson

Patty Davidson

Chairman, Partner

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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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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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