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Name
Todd Lofgren
Title
Tax Strategist
Bio
Todd has over 25 years experience in the financial services industry working with institutional asset managers providing investment solutions to financial advisors and CPAs. Todd utilizes his diverse background to partner with advisors, accounting and other professionals to deliver tax advantaged solutions for high-net-worth clients and small business owners.
Todd lives with his wife, Lianne, in Berwyn, Pennsylvania. Todd & Lianne have three children. His son, Dylan, is attending Virginia Tech School of Engineering and his daughter, Ava, is attending Frankin & Marshall College. Their youngest child, Lauren, attends Conestoga High School. Both girls are avid field hockey players. In his free time, Todd enjoys playing tennis with Lianne, pickleball, golf, and attending live music events.
Todd lives with his wife, Lianne, in Berwyn, Pennsylvania. Todd & Lianne have three children. His son, Dylan, is attending Virginia Tech School of Engineering and his daughter, Ava, is attending Frankin & Marshall College. Their youngest child, Lauren, attends Conestoga High School. Both girls are avid field hockey players. In his free time, Todd enjoys playing tennis with Lianne, pickleball, golf, and attending live music events.
