HATCHER FINANCIAL - Key Persons

Douglas M. Hatcher

Job Titles:
  • 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 been in the public accounting industry since 1975 and expanded his skillset and offerings to include financial services in 2000. As a certified public accountant and CERTIFIED FINANCIAL PLANNER™ professional, Doug has the holistic understanding of how each financial decision impacts overall goals. He also has passed the FINRA Series 7 and 66 exams. Doug also holds Life, Accident and Health insurance licenses. He graduated from University of Arizona in 1975 with a bachelor of science in accounting.

James R. Karberg

Job Titles:
  • 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™ professional with 16 years in the Financial Services Industry, James has worked for Fortune 500 companies helping high net worth and emerging high net worth clients reach their financial goals with proactive, comprehensive planning solutions. James is a graduate of University of Nevada, Las Vegas with a bachelor's degree in Finance, emphasis in investments. He is also a graduate of University of Miami's Certificate in Accounting Practice program. James has passed the FINRA Series 7 and 66 exams, and holds Life, Accident and Health insurance licenses. In his leisure time, James enjoys road cycling, mountain biking, playing guitar and supporting his son's soccer team. James and his wife Heather, have two beautiful children, Robbie and Rachel. James R. Karberg, CFP® Director of Wealth Management james@hatcherfinancial.com 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™... Read more

Thomas C. Ottmar

Job Titles:
  • Manager
  • 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 tax and accounting services. He is able to look at a client's past and current situation, and build a plan for the future with his or her goals in mind. He has passed the FINRA Series 7 and 66 exams. He also holds Life, Accident and Health insurance licenses. Tom earned a bachelor's degree in business administration from the University of North Dakota in 1982. Tom and his wife, Julie, have two sons, Clint and Cole, and a granddaughter named Slone. You can find him golfing, listening to music, working on his yard or enjoying quality time with his family.