Jeannette Haen

Jeannette is the Education Planning Consultant for Baird, where she has worked in the 529 and education planning space since 2007. She has been with Baird since 2004.

Jeannette leverages her expertise in client and prospect meetings discussing different strategies for saving for education. She supports Baird’s financial advisors and branch support in understanding the tax benefits of 529s and how to utilize 529s in their book of business. She also develops 529 marketing campaigns for Baird and education planning content for Baird’s clients.

Jeannette stays current with the industry regulations as it relates to 529s to further assist Baird’s branches with their client inquiries. She is the 529 product manager and maintains relationships with the 529 program managers and industry peers to continue to streamline the 529 business and to provide further tools, products and resources related to education planning.

Jeannette is an active member of the Securities Industry & Financial Markets Association’s (SIFMA) 529 Working Group and attends the 529 Conference to share best practices and network with other industry experts.

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.
Jeannette, her husband Scott and two sons Connor and Camden reside in Oconomowoc, Wisconsin.