Jacob Hauenstein
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Jacob Hauenstein Email & Phone Number

Client Discovery Advisor at Savant Wealth Management
Location: Verona, Wisconsin, United States 6 work roles 2 schools
1 work email found @northwesternmutual.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@northwesternmutual.com
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Current company
Savant Wealth Management
Role
Client Discovery Advisor
Location
Verona, Wisconsin, United States
Company size
488 employees

Who is Jacob Hauenstein? Overview

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Quick answer

Jacob Hauenstein is listed as Client Discovery Advisor at Savant Wealth Management, a company with 488 employees, based in Verona, Wisconsin, United States. AeroLeads shows a work email signal at northwesternmutual.com and a matched LinkedIn profile for Jacob Hauenstein.

Jacob Hauenstein previously worked as Client Discovery Representative @ Savant Wealth Management | Consumer Finance & Financial Planning at Savant Wealth Management and Project Implementation Specialist at Epic. Jacob Hauenstein holds Bachelor Of Science - Bs, Personal Finance & Financial Planning from University Of Wisconsin-Madison.

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Email format at Savant Wealth Management

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{first_initial}{last}@northwesternmutual.com
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Profile bio

About Jacob Hauenstein

With a foundational degree from the University of Wisconsin-Madison, my journey led me to Epic, where I marry my educational insights in personal finance with the dynamic field of healthcare technology. Our team focuses on integrating Epic's cutting-edge software solutions into clinics nationwide, enhancing patient care through innovation and data analytics.The role demands extensive travel and on-site implementation, tasks I approach with a problem-solving mindset and effective communication. My background as an Undergraduate Teaching Assistant and Residence Life Advisor has honed my ability to facilitate learning and foster growth, which I now channel to empower healthcare professionals with the tools for success.

Listed skills include Microsoft Word, Analytical Skills, Microsoft Excel, Machine Learning, and 5 others.

Current workplace

Jacob Hauenstein's current company

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Savant Wealth Management
Savant Wealth Management
Client Discovery Advisor
United States
Website
savantwealth.com
Employees
488
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6 roles

Jacob Hauenstein work experience

A career timeline built from the work history available for this profile.

Client Discovery Representative @ Savant Wealth Management | Consumer Finance & Financial Planning

Savant Wealth Management

United States

Project Implementation Specialist

Current
Epic

United States

  • Managed project implementation for 1-3 clients, ensuring timely delivery of Epic products to specialty hospitals nationwide.
  • Traveled extensively to clinics and offices, emphasizing professionalism and customer satisfaction.
  • Budgeted, communicated, and executed Epic software across hospitals, enhancing healthcare services.
Jun 2023 - Present

Undergraduate Teaching Assistant

School Of Human Ecology, University Of Wisconsin-Madison

Madison, Wisconsin, United States

  • Assisted in teaching Consumer Finance 275 for Fall 2022 & Spring 2023, collaborating with School of Human Ecology professors.
  • Developed engaging active-learning exercises and presentations for 85 undergraduate students to enhance their learning experience.
  • Ensured students' success by maintaining regular communication and support to keep them on track with coursework and activities.
Sep 2022 - Jun 2023

Residence Life Advisor

University Of Wisconsin-Madison

Madison, Wisconsin, United States

  • Managed a University Housing Residence Hall with 1,150 ethnically diverse undergraduate students.
  • Planned and facilitated programs targeting diversity awareness and personal growth.
  • Utilized data analytics to triple attendance rates at residence events.
  • Provided academic and social resources to residents on a flexible 20-hour per week schedule.
Nov 2020 - Jun 2023

Financial Services Representative

Northwestern Mutual

Milwaukee, Wisconsin, United States

  • Developed financial plans for 200 clients to achieve financial success.
  • Mastered insurance knowledge through 2-certified OCI insurance exams (health insurance and life insurance).
  • Built an expanding book of business with leads and referrals for future clients.
Jan 2022 - Aug 2022
Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 488 employees →

AM Angela Muse Angela Muse Colleague at Savant Wealth Management Acworth, Georgia, United States, United States View → TP Tom Ptacin Tom Ptacin Colleague at Savant Wealth Management Rockford, Illinois, United States, United States View → DM Delynn M. Zell, Cfp® Delynn M. Zell, Cfp® Colleague at Savant Wealth Management Birmingham, Alabama, United States, United States View → KP Kevin Principato Kevin Principato Colleague at Savant Wealth Management Greater Chicago Area, United States View → YC Yesenia C. Yesenia C. Colleague at Savant Wealth Management Roscoe, Illinois, United States, United States View → DC David Calderon David Calderon Colleague at Savant Wealth Management Chicago, Illinois, United States, United States View → TK Tom Kirk Tom Kirk Colleague at Savant Wealth Management Satellite Beach, Florida, United States, United States View → AR Angela R. Berkosky, Cfa Angela R. Berkosky, Cfa Colleague at Savant Wealth Management Lancaster, Pennsylvania, United States, United States View → E( Elizabeth (Libby) Muldowneycfp(R) Crpc(R) Bfa (Tm) Elizabeth (Libby) Muldowneycfp(R) Crpc(R) Bfa (Tm) Colleague at Savant Wealth Management Rockford, Illinois, United States, United States View → LB Lavonne Brown Lavonne Brown Colleague at Savant Wealth Management Rockford, Illinois, United States, United States View →
2 education records

Jacob Hauenstein education

FAQ

Frequently asked questions about Jacob Hauenstein

Quick answers generated from the profile data available on this page.

What company does Jacob Hauenstein work for?

Jacob Hauenstein works for Savant Wealth Management.

What is Jacob Hauenstein's role at Savant Wealth Management?

Jacob Hauenstein is listed as Client Discovery Advisor at Savant Wealth Management.

What is Jacob Hauenstein's email address?

AeroLeads has found 1 work email signal at @northwesternmutual.com for Jacob Hauenstein at Savant Wealth Management.

Where is Jacob Hauenstein based?

Jacob Hauenstein is based in Verona, Wisconsin, United States while working with Savant Wealth Management.

What companies has Jacob Hauenstein worked for?

Jacob Hauenstein has worked for Savant Wealth Management, Epic, School Of Human Ecology, University Of Wisconsin-Madison, University Of Wisconsin-Madison, and Northwestern Mutual.

Who are Jacob Hauenstein's colleagues at Savant Wealth Management?

Jacob Hauenstein's colleagues at Savant Wealth Management include Angela Muse, Tom Ptacin, Delynn M. Zell, Cfp®, Kevin Principato, and Yesenia C..

How can I contact Jacob Hauenstein?

You can use AeroLeads to view verified contact signals for Jacob Hauenstein at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jacob Hauenstein attend?

Jacob Hauenstein holds Bachelor Of Science - Bs, Personal Finance & Financial Planning from University Of Wisconsin-Madison.

What skills is Jacob Hauenstein known for?

Jacob Hauenstein is listed with skills including Microsoft Word, Analytical Skills, Microsoft Excel, Machine Learning, Accounting, Data Science, Finance, and Google Analytics.

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