Andy Pulsfort is committed to helping individuals and closely held businesses achieve their ideal financial future. As an Investment Advisor Representative with Mackey Advisors™ he goes beyond simple “money management” to actually creating the road map of how clients can have what they value most– both now and twenty years from now.
Andy first became interested in Financial Planning while growing up, as his Father was a banker. He earned a Bachelor of Science Degree in Finance from the University of Dayton and has spent the past several years becoming an accomplished Financial Advisor. In November 2007, Andy was trained in assisting collaborative law attorneys to settle the financial issues that arise during the divorce process.
It Mackey Advisors™ culture of getting to know what is important to each individual client through their Wealth Management and Prosperity Planning services– that attracted him to the firm.
He is an active member of his Northern Kentucky community including the Northern Kentucky Collaborative Law Group, Kenton County Rotary Club, the Northern Kentucky Chamber of Commerce, and Legacy. An Eagle Scout himself, Andy now serves as an Assistant Scoutmaster for a local troop.
Andy lives in Northern Kentucky. He enjoys camping, hiking, kayaking, and spending time with friends and family.
Andy’s areas of expertise include:
ü Investments
ü Estate and Business Planning
ü Insurance
ü Fringe Benefits for Small Businesses
ü Client Goal Development
ü Prosperity Planning
ü Collaborative Divorce Finances