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Jeffrey A. Hatfield



Phone: 859-426-9055

My Story

Jeffrey A. Hatfield is a Registered Principal entering his 36th year serving clients financial planning needs. He specializes in estate and retirement planning. Married for soon to be 39 years to Annette they reside in Virginia to be near their only child and grandkids 2 and 6. He spent 33 years in the tri state building his business which now serves clients in 17 states. He and his wife enjoy motorcycling in the Blue Ridge Mountains, RV travel, volunteering and spending time with friends and family. Jeff is an avid woodworker and builds both street rods and custom motorcycles.

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