Kathy Lee Hatchett has been appointed as vice president, relationship manager in our Oklahoma City office. Hatchett will be responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration.
Hatchett brings nearly three decades of experience in investment and estate planning. Previously, she served as vice president of estate planning for The Baptist Foundation of Oklahoma and as an investment advisor representative for Hughes Warren, Inc. — where she assisted families with their financial planning, including investments and retirement.
Hatchett graduated from the University of Central Oklahoma with a Bachelor of Arts. She earned a Master of Arts degree in political science and government from the University of Central Oklahoma and a Master of Science in family financial planning from Oklahoma State University. She completed the legal assistant/paralegal certification program at Oklahoma City University.
She is also a Certified Financial Planner (CFP®), a Certified Estate Planner (CEP®) and a Chartered Advisor in Philanthropy (CAP®).
Hatchett and her husband, David, have been married for twenty years and reside in Edmond, Oklahoma with their three cats. They are members at Henderson Hills Baptist Church. In her free time, she enjoys trips to the beach and watching sports.