The latest senior moves in the North American wealth management sector.

Heritage Trust Company has appointed Kathy Lee Hatchett 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. 

Hatchett, who brings nearly three decades of experience in investment and estate planning, previously served as vice president of estate planning for The Baptist Foundation of Oklahoma and as an investment advisor representative for Hughes Warren. She graduated from the University of Central Oklahoma with a bachelor of arts, 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. Hatchett completed the legal assistant/paralegal certification program at Oklahoma City University.

Hatchett is also a Certified Financial Planner (CFP®), a Certified Estate Planner (CEP®) and a Chartered Advisor in Philanthropy (CAP®).