Jeff S. Anderson

CPA services provided by Contryman Associates, P.C., Investment Adviser services are offered through Contryman Wealth Advisors
Jeff S. Anderson
Contryman Associates, P.C. - CPA, CFP®, PFS®, AIF®
  • SHAREHOLDER and CHAIRMAN
  • CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
  • Personal Financial Specialist (PFS)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Public Accountant (CPA) with Contryman Associates, P.C., Licensed to Practice in the State of Nebraska
  • Designated Principal and Investment Adviser Representative with Wealth Advisors Network, Inc., d/b/a Contryman Wealth Advisors
  • Series 24, 7, 63, 65 Securities Registrations
  • Registered Representative and Supervisory Branch Principal with Cambridge Investment Research, Inc. (Broker/Dealer)
  • Licensed Agent for Life Insurance, Annuities, and Variable Contracts with Cambridge Investment Research, Inc. and/or Wealth Advisors Network, Inc. d/b/a Contryman Wealth Advisors
  • Training Leader for Advisers Located in Nebraska and Colorado
  • Member and Chairman of the Wealth Advisors Network, Inc., Investment Committee - Responsible for approving Investment Policy and Portfolio Recommendations for our Investment Adviser Representatives
  • Coordinating Sponsor for CPAConnect member firms in Nebraska and Colorado
BACKGROUND AND EXPERIENCE
  • Started with Contryman Associates, P.C. in 1989
  • Extensive Experience and/or education in Financial and Business Consulting including Financial Planning, Risk Management and Insurance, Estate Planning, Retirement Planning and Investment Management for Foundations, Business Owners and High Net Worth Individuals.
PROFESSIONAL MEMBERSHIPS
  • CPAmerica International Investment Advisory Committee Chairman
  • CPAmerica Advisory Group Member for Concierge Services
  • American Institute of Certified Public Accountants Member
  • Nebraska Society of Certified Public Accountants Member, Past Member Board of Directors, Past Member Strategic Planning Task Force, Past Chairman Small Business Committee, Past Vice-Chairman Industry Committee
  • CPAmerica International VIP Consulting Volunteer
  • Past Nebraska Society of CPA's Foundation Board Member
  • Past National Advisory Council Member for 1st Global Capital Corp. based in Dallas, Texas
  • Past CPAmerica International Board of Directors Member, Financial Services Advisory Group Member, and CPAmerica Board Liaison for CPA Connect Advisory Board - CPAmerica International is based in Alachua, Florida
EDUCATION
  • University of Nebraska at Omaha BS Business Administration with Specialization in Accounting
  • The College for Financial Planning in Denver CFP Professional Education Program
COMMUNITY INVOLVEMENT
  • Board Chairman and Member - Mary Lanning Memorial Healthcare Board of Trustees, Hastings, Nebraska
  • Board of Director Member – Mary Lanning Hospital Trust, Hastings, Nebraska
  • Founding Member and Manager of Archery Solutions, LLC
  • Nebraska Shooting Sports Foundation (NESSF) – Board of Directors Member
  • Central Community College Foundation Board Member, Executive Committee Member & Finance Committee Chairman
  • Lochland Country Club, Hastings, Nebraska – Chair of the Strategic Planning Committee; Past President and Past Board of Directors Member
  • Founding Member of the Nebraska Shooting Sports Foundation.
  • Past Hastings Ambassadors Member - Past President
  • Ducks Unlimited: Gold Legacy and Diamond Life Sponsor, Hastings Area Ducks Unlimited Chapter Committee Member, Past Area Co-Chairman of the Year for Nebraska, Past Treasurer for Hastings and Kearney, Nebraska, Chapters, Past Kearney Chapter Committee Member,
  • Past Board Member for Leadership Kearney and Leadership Hastings - Graduate of both Programs
  • Past Member Kearney, Nebraska, Colonels; Past Executive Board Member Kearney United Way; Past Board Member Kearney Sertoma Club
  • Past Council Board Member Faith Lutheran Church, Past Committee Member, and Past Chairman of the Stewardship Committee