Oct 19, 2021
It is with great sadness we share that Tim Terry, founder of Terry Lockridge & Dunn and World Trend Financial, has passed away.
Tim established the firm, Terry Lockridge & Dunn, in November 1978.Tim’s vision focused on providing clients with timely and forward-thinking advice to meet their financial goals. This vision came to fruition with the creation of World Trend Financial in 1991. While providing both accounting services and wealth management is common in today’s environment, in 1991 no other firms in the Corridor followed this business model.
Paula Rogers, CPA, president and partner at Terry Lockridge & Dunn said, “Tim was a true visionary who always put the needs of the client first, taking a holistic approach to “look around the corner” and keep them informed and on track to meet their goals. Tim was a leader in hiring and promoting women to leadership positions as well. In fact, his first partner group was majority female.”
Tory Meiborg, president and partner at World Trend Financial said, “Tim took a chance on me over 25 years ago as a student right out of college. He was my mentor and invested in me. I would not be where I am today without his guidance and am truly grateful.”
In addition to his work with clients, Tim Terry felt a deep need to give back to the communities that he lived in. He was involved with supporting the Iowa City Community Schools and the Willowwind School in Iowa City. He strongly believed in promoting literacy serving on the board of the City of Literature for many years and backing the annual One Book, Two Book event in Iowa City. He was instrumental in bringing the Little Free Libraries to the Wellington Heights neighborhood in Cedar Rapids and promoting the Total Child project, also in the Wellington Heights area.
Tim’s true passion, though, was his family. Through travel, art, music and charitable giving, Tim provided priceless experiences and memories.
Tim had a wonderful way of storytelling and was kind to everyone. He will be missed by all who had the good fortune to meet him. Our condolences go out to his wife, Gretchen, and their four children.