Jeannette Haen, Vice President, Education Planning Consultant
Jeannette Haen 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 client and prospect meetings, discussing different education savings and planning strategies. 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 is an active member of the Securities Industry & Financial Markets Association’s 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.