PROSPERITY - Key Persons
Job Titles:
- Certified Public Accountant
- Senior Client Service Associate
Andy, a Certified Public Accountant, specializes in delivering outstanding client service and operations, with a goal of enhancing communication and helping clients feel at ease. He holds Series 7 and Series 66 registrations and earned his BA in Accounting at Saint John's University.
Job Titles:
- Chairman & CEO of Sage Policy Group, Inc
- Economist
Job Titles:
- Certified Public Accountant
- Regional President
- Regional President of Prosperity - an EisnerAmper Company
Donald N. Hoffman, MS, CPA, is the Regional President of Prosperity - An EisnerAmper Company. His extensive background as a financial advisor, accountant and business consultant enables him to provide comprehensive, independent and tax efficient wealth management solutions to affluent individuals, business owners, institutions and families. Working within an array of industries, Don's clients benefit from his breadth of experience in the investment, tax, business and retirement planning fields. Drawing on over 35 years of practice, Don's passion lies in leading clients to make proper financial decisions by strategically planning for their retirement, diversifying stock portfolios, guiding them through complex business matters and optimizing long-term success with investment guidance. When acting as a fiduciary, Don puts his clients' interests first and takes pride in being a key member of his clients' success.
Donald N. Hoffman is a licensed Certified Public Accountant and has an affiliation with accounting firm, The Hoffman Group, LLC. The Hoffman Group, LLC provides accounting, tax preparation services, and consultations regarding accounting and tax matters.
Job Titles:
- Senior Client Service Associate
Job Titles:
- Director of Retirement Plan Services