Jeannette is the Education Planning Consultant for Baird, where she has worked in the 529 and education planning space since 2007. She has been with Baird since 2004. She was the Marketing Specialist for Baird Investment Management (BIM) from 2004 to 2007 before she joined the 529/UIT Team and then later transitioned to her newest role as the Education Planning Consultant for Baird. Prior to joining Baird, she worked at Strong Investments in various roles including Retirement Plan Services Plan Coordinator and Customer Service Specialist.
Jeannette leverages her expertise in client and prospect meetings discussing different strategies for saving for education and supports Baird’s Financial Advisors and Client Specialists in understanding the benefits of 529s, education planning and how to utilize these products in their book of business. She also develops marketing campaigns and produces several education planning articles.
Jeannette is an active member of the Securities Industry & Financial Markets Association’s (SIFMA) 529 Working Group and attends the 529 Conference each year to share best practices and network with other industry experts.
Jeannette stays current with the industry regulations as it relates to 529s to further assist the FAs and CSs with their client inquiries. She maintains relationships with the 529 Program Managers and industry peers to provide further tools, toolkits, resources, and sales ideas to the field.
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. Jeannette, her husband Scott and two sons Connor and Camden reside in Oconomowoc, Wisconsin.