Meet Our Team
William Hatch Jr., CRPC
Managing Director
Senior PIM Portfolio Manager
Professional Credentials
Senior PIM® Portfolio Manager (PIM®)
William Hatch is a Senior PIM® Portfolio Manager. The PIM® program is a customized portfolio management program geared toward each client’s specific investment goals. William has met stringent criteria based on experience and expertise, and acts as your personal Portfolio Manager. Only a select number of the firm’s Financial Advisors have met the criteria to act as Senior PIM® Portfolio Managers.1
Accredited Asset Management Specialist (AAMS®)
Jeremy Denny has earned the AAMS® designation by completing the required course of study encompassing investments, insurance, tax, retirement, and estate investment planning issues. Additionally, Jeremy passed an end-of-course examination that tested her ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Chartered Retirement Planning Counselor (CRPC®)
William Hatch, Managing Director - Investments and Nicole Looman, Vice President - Investments have earned their CRPC® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As advisors with the Chartered retirement Plan Counselors designation, William and Nicole focus on client centric problem solving as they assist clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate investment planning.
1 The PIM® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.
2 The 2024-2026 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2012-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.