Jeannette Haen

Jeannette is the Education Planning Consultant for Baird, where she has worked in the 529 and education planning space since 2007. Jeannette leverages her expertise in the client meetings discussing different strategies for saving for education and supports Baird's Financial Advisors in understanding the benefits of 529s, education planning, and how to utilize these offerings in client's wealth strategies.

Jeannette stays current with the industry regulations as it relates to 529s to further assist with client inquiries. She also maintains relationships with the 529 Program Managers and industry peers to provide further tools, toolkits and resources to the field.

Jeannette earned her Bachelor of Business Administration degree in Marketing at the University of Wisconsin-Whitewater. She holds the FINRA Series 7 and 63 licenses.