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Kate Tubesing serves as Managing Direct of Hauser’s Retirement Plan Solutions team. Hauser is a top-100 brokerage firm and the only brokerage in the country with an exclusive focus on Private Equity and M&A. ​

Kate has more than 20 years of experience in the financial services industry, specializing in retirement plans. Prior to joining Hauser, Kate held positions at The Standard and Fidelity where she most recently served as a Retirement Plan Consultant with The Standard.​

Kate’s deep experience as a relationship manager, plan administrator, investment representative, and plan education consultant make her uniquely qualified to serve as a resource to her partners and clients. Kate holds Series 7, 63, and 65 securities licenses and has attained the NAPA designation of Certified Plan Fiduciary Advisor (CPFA).