Jan 01, 2017
We are pleased to announce that Brad Haverback, CFP®, Vice-President for World Trend, has become a partner in the firm!
He has been an investment advisor representative with World Trend since 2011. According to Tim Terry, Founder of World Trend, “When clients are calling you with unsolicited testimony as to the quality of both his advice and ability to connect on a meaningful way, you know you have a star. I have no doubt in my conversations with others, Brad away from work is making the same impact in our community.”
In Brad’s own words, “My passion in life is to make a positive impact on those around me and those who I come in contact with…As a Certified Financial Planner, I accomplish this by treating all my clients with the utmost respect and listening to their needs, keeping their best interest in mind and then creating a plan to help them navigate the twists and turns life and the markets can present.”
Brad is very involved in the community. He is the president of the St. Matthew Catholic School board. He is also a member of the 100+ Men Who Care Cedar Rapids Metro, a volunteer for Junior Achievement of Eastern Iowa and a coach for his children’s sports teams. He was honored as a Corridor Business Journal “40 under 40 To Watch” in 2014. Brad was also a member of the Cedar Rapids Metro Economic Alliance Leadership for Five Seasons Class of 2015.
Clearly, Brad is making a difference in the Corridor and we could not be more proud to welcome him as a partner at World Trend Financial.