Andy Pulsfort is committed to helping individuals and 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 the son of a banker. He earned his 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 was the Mackey Advisors™ culture of getting to know what is important to each individual client through their Wealth Management and Prosperity Planning services that initially attracted him to the firm.
He is an active member of his Northern Kentucky community including the Northern Kentucky Collaborative Law Group and the Northern Kentucky Chamber of Commerce. An Eagle Scout himself, Andy now serves as a Committee Member for a local troop.
Andy lives in the East Row Historic District of Newport, Kentucky. When he is not gardening and preserving his 105 year old Queen Anne Victorian home, he enjoys camping, hiking, kayaking, and spending time with friends and family.
Andy’s areas of expertise include:
- Estate and Business Planning
- Fringe Benefits for Small Businesses
- Client Goal Development
- Prosperity Planning
- Collaborative Divorce Finances
Q&A with Andy
Do you have any pets?
“None personally, but my little sister is a sweet beagle named Shirley, and I am the proud step-dad of a lovable mutt named Oscar.”
What is your favorite food?
“I am always down for good Mexican or trying the newest pizza place.”
Do you have a hidden talent?
“If I told, it wouldn’t be hidden then would it?”
What is your dream vacation?
“Oh goodness, a permanent vacation involving a sunny beach would pretty much do the trick!”
What has been your biggest personal “epiphany” about money?
“No matter how similar two financial situations may look, they are always different. Personal planning cannot be done on a napkin no matter how simple or complex your situation may be!”
Why do you like working with Mackey Advisors?
“Our clients are our friends and a joy to work with. Our team approach ensures clients experience top notch service and become fully engaged in the dialogue regarding their finances.”