Our team has over 90 years of combined financial services, accounting and tax experience, and provides innovative, tax optimized wealth management solutions through a process of focused execution and service excellence working together, with you, as your single trusted advisor.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Douglas M. Hatcher, CPA, CFP®
Director of Wealth Management and Planning
Doug founded Hatcher Financial, P.C. to help clients reach their financial goals through a disciplined, comprehensive approach to wealth management. He cares about his clients and strives to guide them to their ideal future. He has...
Thomas C. Ottmar, CPA
Director of Tax & Accounting Services
Tom is a manager over income tax planning and preparation, financial accounting, reporting and wealth management. As a certified public accountant and financial advisor, Tom is able to offer services beyond just the traditional income...
James R. Karberg, CFP®
Director of Wealth Management
James specializes in customized portfolio design, retirement income solutions, asset protection, estate maximization, long-term care and disability protection using tax optimized strategies. As a CERTIFIED FINANCIAL PLANNER™...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.