Cedar Rapids Location and Parking Information

Reminder - We have moved into the Town Centre building, just around the block from our previous location.

Join Us for the February 16th CR Metro Economic Alliance BizMix!

To celebrate our move to the Town Centre building in downtown Cedar Rapids, we are hosting the February 16th CR BizMix at our new location at 221 3rd Avenue SE, Suite 215!

Brad Haverback Becomes a Partner

We are pleased to announce that Brad Haverback, CFP®, Vice-President for World Trend, has become a partner in the firm!

We Have Moved!

The Cedar Rapids offices of Terry Lockridge & Dunn and World Trend Financial moved out of the Dows Building on Friday, December 30, 2016 and into the Town Centre Building, just around the block from our old location.

Confessions of a Reluctant Entrepreneur

In November 1978, I dragged a metal filing cabinet into the Dows Building wondering if I would ever have enough clients to fill it up. Thirty-eight years ago, I never thought in terms of entrepreneurship.

Congrats to Our College Graduates!

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

Patty Davidson, Chairman of the Board for World Trend Financial Celebrates 30 Years

In 1986, Patty Davidson joined our organization as the comet of the century was approaching Earth on its seventy-five year elliptical journey through the solar system. Today, our firms are a testament to her commitment, determination and grit.

Terry Lockridge & Dunn and World Trend Financial Present Summer of the Arts June 23

Please join us from 6:30 - 9:30 pm on June 23rd in downtown Iowa City, outside of the Sheraton Iowa City Hotel. Bring your lawn chairs and enjoy free live entertainment.