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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

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...

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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...

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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™...

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Client Centered

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.

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