Firm History

Tim Terry established Terry Lockridge & Dunn in 1978 in Cedar Rapids, Iowa. It quickly developed into an influential accounting and tax consulting firm in the area. Using the expertise of the accounting profession, we began to draw upon the knowledge of insurance specialists, lawyers, bankers and other experts to solve financial problems for our clients.

World Trend Financial was founded in 1991 to meet the growing needs of our clients for timely and accurate investment information. World Trend Financial is an essential part of our financial services domain. Our partnership gives you an added advantage. We combine the insight of the accounting profession with the foresight of financial planning. This dynamic approach allows us to offer a comprehensive plan that addresses all of your financial needs and goals.

In 2008, Terry Lockridge & Dunn and World Trend Financial opened its doors to a new Iowa City office building. This newly constructed 17,000 square foot building used LEED (Leader Energy Efficiency Design) elements and wide spans of glass to bring in natural lighting.

Today, with offices in Cedar Rapids and Iowa City, Iowa, we are a leading accounting and business consulting firm, serving clients throughout the country and abroad. We provide forward-thinking ideas and strategies to help you achieve your financial goals through tax, estate, retirement and college savings planning. We perform business valuations, provide payroll and bookkeeping services, as well as help you grow, buy or sell your business.

We are focused on building wealth for real people, through real financial strategies, which provide real results.