Barry J. Frantz

EA

I enjoy the family atmosphere at Savant. Savant has a team environment, and everyone is willing to assist others when needed.

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

Barry has been involved in the financial services industry since 1998. He worked for Terry Lockridge & Dunn from 2001 until it joined with Savant in 2022. Prior to joining Terry Lockridge & Dunn, Barry was an accountant for Lueken & Associates. Before that, he was a controller for the Human Resources Center.

Barry earned a bachelor of arts degree in finance and management from Wartburg College and is an Enrolled Agent (EA), licensed by the Department of Treasury to practice before the Internal Revenue Service. He serves on the City of Marion Investment Oversight Committee. Barry completed the 2013 Leadership in Action class sponsored by the Marion Chamber of Commerce, a professional development and engagement series to create a bench of strong community leaders.

Barry and his wife Chris have three children – Zach, who lives in Marion, IA; Alex, who attends the University of Iowa; and Jaycee, who attends the University of Iowa. Barry enjoys playing golf, traveling, and spending time with family and friends.


Education &
Designations

  • Wartburg College
    Bachelor of Arts in Finance and Management
  • Enrolled Agent (EA)

Affiliations &
Community Service

  • City of Marion – Investment Oversight Committee member
  • Marion Chamber of Commerce Leadership in Action