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Tax and Consulting Leader / Member Owner
I enjoy assisting others in saving them as much money as possible in the preparation of their tax returns.
Paula has been involved in the financial services industry since 1985. She worked for Terry Lockridge & Dunn from 1989 until it joined with Savant in 2022. Prior to joining Terry Lockridge & Dunn, Paula was an accountant for Schreier, Kosbab, Cornell, Kahler & Co. in St. Paul, MN.
Paula earned a bachelor of arts degree in accounting with a minor in business from the College of St. Benedict in St. Joseph, MN. She is a Certified Public Accountant (CPA) and is a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants.
Paula is a member of the Four Oaks board of directors and serves on its finance committee, and she serves on the Regina Foundation stewardship committee. Paula and her husband Mark have two children, Brandi and Trae. She enjoys traveling, reading a good book, jogging, watching sports, and spending time with family.
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