Heritage Trust Company announced today that Kathy Lee Hatchett has been appointed as vice president, relationship manager.
Hatchett will be responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. She will report directly to Michael Romero, president.
“Kathy has a thorough understanding of fiduciary wealth management and brings impressive experience to Heritage,” said Romero. “There’s no doubt her vast knowledge of investment, trust and estate planning will be of tremendous benefit to our team – and to the protection and growth of client assets.”
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.
“I am excited to join the team as vice president and relationship manager – and for the opportunity to learn, serve and grow among the talented individuals at Heritage Trust Company,” said Hatchett. “As a native of Oklahoma, I’m an admirer of Heritage’s reputation for serving the needs of its clients, and I am thrilled to continue my career with such a reputable company.”
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.
About Heritage Trust Company
Heritage Trust Company offers trust administration, oil and gas management, real estate management, financial planning and investment management services to individuals, for-profit companies and charitable/non-profit organizations. The Oklahoma-based company has offices in Oklahoma City, Ponca City and in Tulsa under the AmeriTrust brand, which serve clients in the United States and several countries around the world. Both Heritage and AmeriTrust are part of Argent Financial Group, a leading, independent, fiduciary wealth management firm with responsibility for more than $40 billion in client assets. For more information, visit www.HeritageTrust.com.
