8401 Greenway Boulevard Suite 212 Middleton , WI 53562

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.

Education &
Designations

University of Wisconsin-Madison
Bachelor of Science in Consumer Finance and Financial Planning

Affiliations &
Community Service

Lussier Community Educational Center – volunteer
School of Human Ecology, UW-Madison – liaison

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