Jared Faltys

JARED fALTYS

Jared joined the firm in 1994

CPA, PFS, CPFA

Shareholder
Investment Advisor Representative
Certified Public Accountant
Personal Financial Specialist
Certified Plan Fiduciary Advisor

areas of focus:

Personal Financial Planning
Business Consulting
Investment Consulting

Employee Benefits
Retirement Planning
Wealth Management

community service:

Nebraska Diplomats – Past Treasurer
Norfolk Chamber of Commerce – Past President & Treasurer
Norfolk Area Community Foundation – Past Secretary & Treasurer
Norfolk YMCA $10 Million Raise the Roof Campaign – Co-Campaign Chair
Norfolk Country Club – Finance Committee & Past Treasurer
Elkhorn Valley Historical Society – Board Member (2003-2009)
Norfolk Area United Way – Past President & Treasurer
Sacred Heart Parish Endowment – Past President
Sacred Heart Parish Finance Committee
Knights of Columbus
Nebraska Society of CPAs Public Service Award (2012)
Northeast Community College Acctg Dept – Advisory Committee (2007-Present)

education:

Nebraska Wesleyan University
Bachelor of Science in Accounting & Economics

Wealth is largely the result of habit.

John Jacob Astor