Jacob D. Hauenstein

Client Discovery Representative

I am passionate about bettering individuals in a personal, professional, and holistic setting.

8401 Greenway Boulevard Suite 212 Middleton, WI 53562
608-836-3600

Jacob is a client discovery representative in Savant’s Middleton, WI office. He focuses on establishing relationships, serving as a first-touch contact for potential clients, helping to provide resources from our extensive planning library, and connecting prospective clients to our national network of advisors.

Jacob has been involved in the financial services industry since 2022. Prior to joining Savant, he was a financial services representative for a large financial services firm.

Jacob earned a bachelor of science degree in consumer finance and financial planning from the University of Wisconsin-Madison. He is a volunteer at Lussier Community Educational Center and serves as a liaison for the School of Human Ecology at UW-Madison. Jacob enjoys hiking, jeep riding, football, and spending time with friends.


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