Jacob’s Approach
Jacob D. Hauenstein
Client Discovery Advisor
Overview
Jacob Hauenstein serves as a client discovery advisor in our Middleton, Wisconsin, office. He is often the first point of contact for prospective clients, building relationships, sharing resources from Savant’s planning library, and connecting individuals to the firm’s nationwide network of advisors.
Jacob has been involved in the financial services industry since 2021. Before joining Savant, Jacob worked as a representative for a mutual organization and insurance brokerage firm. He received a bachelor’s degree in Consumer Finance and Financial Planning from the University of Wisconsin-Madison.
Active in his community, Jacob volunteers at Lussier Community Educational Center and serves as a liaison for the School of Human Ecology at UW-Madison.
In his free time, Jacob enjoys hiking, Jeep riding, binging the newest TV shows, and cheering on the Green Bay Packers.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Wisconsin-Madison
Bachelor of Science in Consumer Finance and Financial Planning
Affiliations
- Lussier Community Educational Center – volunteer
- School of Human Ecology, UW-Madison – liaison
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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