Macy Hauptmann, CFP®

Macy Hauptmann serves as the Director of Financial Planning, responsible for building and delivering comprehensive financial plans to HUB Investment Partners’ Private Wealth clients. She strives to help clients navigate the various stages of life while protecting against potential risks and uncertainties, ensuring they establish a strong foundation for lasting financial success through proactive financial planning.

Macy brings extensive experience to her role, having previously worked at Kestra Financial on the financial planning team, where she supported 1,700 advisors and their clients with personalized planning strategies. Prior to that, she served as a Retirement Plan Consultant with HUB, gaining valuable expertise in retirement planning. Macy earned her degree from the University of Texas at Austin.

Outside of work, Macy enjoys baking new recipes and traveling with her family.