Meet Our Team

Professional Credentials

Chartered Retirement Planning CounselorSM (CRPC®)

William Hatch and Nicole Looman 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.

PIM Portfolio Manager (PIM)

William Hatch is a 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 about ten percent of the firm’s Financial Advisors have met the criteria to act as PIM Portfolio Managers.

*Fees for the PIM program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. Advisory accounts are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.

Professional Recognition

William Hatch is a Platinum Counsel Advisor* at Wells Fargo Advisors and has earned this recognition every year since 2011. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.