Lori Rodgers

Lori Rodgers is a Senior Tax Manager currently at PwC, with a rich background in wealth strategy and financial planning. They have previously held several key positions, including Vice President at Goldman Sachs Ayco Personal Financial Management and Senior Wealth Strategist at PNC Wealth Management, where they managed over $550M in assets. Lori began their career as an Estate Administrator at BNY Mellon and has developed expertise in tax and financial planning for high net worth clients throughout their career. They hold a BS in Finance from Penn State University, an MBA in Finance from Duquesne University, and an Executive Certificate in Financial Planning from The Ohio State University.