Andy pulsfort, CFP, IAR
Our longest tenured employee, Andy Pulsfort is the man, myth, and legend behind The Prosperity Experience. Andy’s work ethic and focus on helping others can be seen in everything he does from earning his Eagle Scout badge to coaching a client through a financial decision. Andy is an integral part of our leadership team managing our Personal Services division.
Since becoming a Prosperity Person in 2015, we can’t imagine our team without, Matt Lobaugh. Funny, insightful and on top of it, he fits perfectly with our team and our clients. Matt has a BBA from UC and a MAcc from NKU which he puts to good use helping our clients with their tax planning, tax prep, financial planning and investment administration needs.
Armed with experience as a Senior Manager at a Big Four firm and a passion around personal finance, John became a Prosperity Person in 2011. The strong, silent type, John is perfect for his role as portfolio manager and all of the research and analysis that comes with it. He is a graduate of Xavier University with a Bachelor’s in Computer Science and a Masters in Business Administration with a focus on finance.