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Macy Hauptmann, CFP®

Director of Financial Planning

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-538-0410​

Background

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.

Areas of Focus

  • Wealth Management 
  • Financial Planning  
  • Tax Planning and Optimization 
  • Estate Planning and Wealth Transfer 
  • Investment Management 
  • Risk Management 
  • Family Office Services
  • Equity & Executive Compensation Plans
  • Business Transactions

Investment advisory services offered through HUB Investment Partners LLC, an SEC registered investment advisor f/k/a TCG Advisors LLC. Insurance Services offered through HUB International. HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S. HUB FinPath and Tax Services are offered through RPW Solutions. Cypher is offered through Cypher Security, LLC. Consulting Services are offered through TCG Consulting Services, LLC. TeleWealth virtual meetings are offered through TCG Advisors. TCG Advisors, TCG Administrators, HUB FinPath, RPW Solutions, Cypher Security, LLC and TCG Consulting Services are under common ownership of HUB International and are affiliates of TCG Advisors. Legal and Tax advice may be provided by Hessler Legal, an unaffiliated law firm. Certain of TCG Advisors’ investment advisory representatives may also be affiliated with Hessler Legal. TCG Advisors does not receive compensation from Hessler Legal for referrals.

HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S. Employees of HUB International may offer securities through partner Broker Dealers not affiliated with HUB. Employees of HUB International provide advisory services through both affiliated and unaffiliated Registered Investment Advisors (RIA). Global Retirement Partners, LLC, HUB Investment Advisors, TCG Advisors, Millennium Advisory Services, and Sheridan Road Advisors, LLC are wholly owned subsidiaries of HUB International.

 

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