Clay Hatfield

Associate Investment Advisor

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Marketing insurance products to financial advisors is how I started my career. Upon graduating from college, I joined Jackson National Life where I gained valuable experience in retirement planning. I also discovered that my passion lies in helping people build wealth, rather than preparing for worst-case scenarios.

My personal experience profoundly shaped my professional path. Over the course of my career, I've worked with various financial services firms, which has equipped me with a diverse skill set to assist families in navigating a wide range of financial situations. At a young age, I witnessed my own family's journey through bankruptcy. That experience made me acutely aware of the stress caused by financial difficulties. Fortunately, I also witnessed firsthand the transformative power of prudent investing, as both of my parents now enjoy a comfortable retirement. This personal revelation ignited a deep-seated passion within me to help families protect and grow their hard-earned assets.

I am a competitive person. I love hearing client’s goals and my competitive side loves helping them reach them. Everyone's goals are as unique as their financial situation, and I enjoy helping connect the “how” to the “why” within their investment plan. I firmly believe that a successful investment plan goes beyond mere numbers and charts, it is about empowering my clients to pursue the life they envision. I am dedicated to providing clients with the knowledge, guidance, and support they need to make informed decisions along the way.

When I’m not helping clients reach their goals, I'm in the kitchen—cooking up classics or experimenting with something new.

Education & Certifications

  • University of Kentucky – Gatton College of Business and Economics

    Bachelor of Business Administration, Finance, Minor in Economics