Paula S. Rogers

CPA

Director of Tax & Consulting / Member Owner

I enjoy helping clients identify potential tax-saving opportunities in the preparation of their tax returns.

221 3rd Avenue SE Suite 215 Cedar Rapids , IA 52401
319.364.3041

Paula Rogers is a director of Tax & Consulting based in our Cedar Rapids, Iowa, office, where she focuses on serving clients with complex tax and advisory needs.

Paula has worked in the tax and consulting industry since 1985. She began working at Savant when Terry Lockridge & Dunn joined the firm. She had spent more than three decades at Terry Lockridge & Dunn. Earlier in her career, she served as an accountant at Schreier, Kosbab, Cornell, Kahler & Co. in St. Paul, Minnesota.

A Certified Public Accountant (CPA), Paula maintains active memberships with the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants. She also contributes to the community through board service with Four Oaks, where she serves on the finance committee, and through her role on the Regina Foundation stewardship committee.

Paula earned a bachelor’s degree in accounting with a minor in business from the College of Saint Benedict in St. Joseph, Minnesota.

Paula and her husband Mark have two children, Brandi and Trae. She enjoys traveling, reading, jogging, watching sports, and spending time with her family.


Education &
Designations

  • College of Saint Benedict
    Bachelor of Arts in Accounting
  • Certified Public Accountant (CPA)

Affiliations &
Community Service

  • American Institute of Certified Public Accountants (AICPA) – member
  • Iowa Society of Certified Public Accountants – member
  • Four Oaks – board member, Finance Committee member
  • Regina Foundation – Stewardship Committee member

Contact Paula

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
Contact