Jodi Bukowski

Wealth Manager

Jodi joined the team in 2023 when the firm she co-founded was acquired by Lifetime Financial Services. An accomplished financial professional, Jodi is proud of helping her clients gain control of their financial situation and build a plan that can help them meet their individual goals. Her clients appreciate her no-nonsense approach, and ability to break down their options in a way that's easy to understand.

Jodi, a Berks County native, earned her B.A. from Alvernia University and her M.B.A. from Drexel University. She lives in Wyomissing, PA with her husband and two children and volunteers with the Reading YMCA, the Alvernia Women's Council and the Wyomissing Area Education Foundation.

Phone 610-777-7300