Email

LinkedIn

Kathy Lee Hatchett, CFP® CEP® CAP®

Vice President, Relationship Manager

 

  • Certified Financial Planner (CFP®)
  • Chartered Advisor in Philanthropy (CAP®)
  • CERTIFIED ESTATE PLANNER (CEP)
  • A. (Political Science and Government), University of Central Oklahoma
  • S. (Family Financial Planning), Oklahoma State University
  • A. (Secondary Education) University of Central Oklahoma

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.

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

READ MORE
Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

READ MORE

Latest News & Resources

Insights

Interested in speaking with

one of our experts?

Share This