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.

Drawn to financial planning by purpose and a desire to serve, Anjana joined our team after a successful career in human-centered research and development at Procter & Gamble. Guided by curiosity to discover what truly matters, she crafted innovative solutions by asking thoughtful questions, listening deeply, and turning insight into action. She brings that same analytical rigor and collaborative spirit to our clients' financial lives, helping them align their resources with their values and long-term goals.

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.

Cheerleader, den mother, savior, friend, rock star, 110%-er. These are just a few of the ways to describe our very own Lisa Henry. Lisa has been with MACKEY and The Prosperity People since late 2013. She has been integral in not only dramatically increasing the overall happiness of our clients, but in creating a new culture that is caring, fun and inclusive.