Jake Faucett finds professional fulfillment in connecting with clients on a personal level and by consistently looking for ways to be of further service as a Senior Client Service Manager for Compardo, Wienstroer & Janes (CWJ) at Moneta.
Prior to transitioning to Moneta, Jake acquired multiple years of not only technical experience in financial advising, tax and estate planning, and investment strategy, but also developed valuable project and time management skills.
Jake earned his Master of Accounting and Bachelor of Science in Accounting from the University of Kansas and holds licenses as a Certified Public Accountant (CPA) and Certified Financial Planner™.
In the community, Jake serves as Treasurer for the Alpha Nu Educational Foundation, which awards academic scholarships to University of Kansas students and makes grants to the Alpha Nu Beta Theta Pi House Association for chapter house improvements that are educational in nature. He is also a member of the Church of the Resurrection and attends various volunteer initiatives within the church, primarily events within the congregational care community.
Away from work, Jake loves to watch and play sports. He is a Chiefs, Royals, KU basketball and KU football fan. He plays recreational soccer with friends, plus pickleball and golf on the weekends. He also enjoys reading, traveling to the Lake of the Ozarks with friends and family, and taking his black lab, Duke, to the local dog park.
EDUCATION
- B.S., Accountancy, University of Kansas
- M.S., Accountancy, University of Kansas
PROFESSIONAL DEVELOPMENT
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
