Savant Wealth Management

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

319.364.3041

I enjoy working in a person-focused and varied role capacity that offers a rewarding challenge and gives me an opportunity to complete the essential tasks of the firm in a timely manner.

Serena R. Robertson
MBA

Tax Administrative Coordinator

Serena has been involved in the administrative services industry since 2000. She worked for Terry Lockridge & Dunn from 2019 until it joined with Savant in 2022. Prior to joining Terry Lockridge & Dunn, Serena worked as an accounting specialist; HR, accounting, and finance manager; director of human resources; and administrative office manager.

Serena earned a bachelor of business administration degree with a minor in finance and a master of business administration degree with an emphasis in human resources, both from Mount Mercy University.

Serena has three children – Bailey, a graduate of the University of Northern Iowa with a degree in education and early childhood development; Elijah, a student at Iowa Lakes Community College majoring in criminal justice; and Aaliyah, a student in the Community College School District. In her free time, Serena prays, reads the Bible, and enjoys spending time with family, attending her children’s athletic events, and giving back to her community.

I enjoy working in a person-focused and varied role capacity that offers a rewarding challenge and gives me an opportunity to complete the essential tasks of the firm in a timely manner.