Our Team

Our team has over 250 years of combined experience, and shares a single vision: to bring you incomparable financial guidance, now and in the future.

James Hartfield, CEO, CLU, ChFC
Founder

Email: jimh@hartfieldco.com

Jim founded The Hartfield Company in 1965. After attending Los Angeles State College he continued his education with the American College receiving his CLU designation in 1975 and his ChFC designation in 1995. Jim is active not only in the daily operations of The Hartfield Company, but also in his community. He has served on many Boards, civic, and charitable organizations. Jim also has accomplished numerous career achievements such as MDRT Top of the Table, member Southern Indiana Estate Planning Council, Chamber of Commerce Small Business Administration’s Financial Services Advocate of the Year 1986, Member Leading Producer’s Club since 1968. Since 1999 Jim has been the Managing Partner of The Hartfield Company, an affiliate of NFP a national network of independent financial service firms.

Gregory E. Bennington Retirement Benefits Representative Email: gregb@hartfieldco.com Greg has been with the firm since 2007 and is responsible for assisting senior management in the servicing and installation of group retirement plans. Prior to joining The Hartfield Company, he spent time as a vice-president of a Hendricks County-based bank where he specialized in commercial lending and business development. Greg also has over 12 years experience as an advisor in the financial services industry and holds both Series 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Exam) licenses. He earned his B.A. and M.A. degrees from the University of Dayton. (return to top)		Mary Pat Boone Investment Advisor Email: Marypatb@hartfieldco.com Mary Pat has been a Financial Advisor with The Hartfield Company for over four years. Mary Pat has been working in the financial industry for 30 years and has helped countless people plan for and achieve their retirement goals. (return to top)
Angela M. Gay Group Account Executive Email: angelag@hartfieldco.com Angela joined the company in 2003 with a 20 year background in group insurance. Angela is the customer service contact for all of our group clients and also handles open enrollments, claim issues and human resource inquiries. Angela is licensed in Indiana and Kentucky.(return to top)		Larry W. Hammett Investment Advisor Email: larryh@hartfieldco.com Since 1985, Mr. Hammett has helped individual and corporate investors with their investments and retirement planning needs. Mr. Hammett is professionally trained in investment portfolio management, retirement planning, and pension services. Mr. Hammett also has contact with equity, bond and economic analysts, as well as tax and retirement planning specialists, which allows him to assist investors in making informed decisions. (return to top)
Jeffrey S. Hartfield Investment Advisor Email: jeffh@hartfieldco.com Jeff received his license in 1983 while attending Indiana University. He has spent over 24 years working with companies and individuals in helping them to achieve their financial goals. Jeff excels in the areas of Retirement Planning, Employee Benefits and in specialized planning for high net worth individuals. Jeff designs and customizes each plan for the parties involved. He also prides himself on personalized service, and in establishing and growing long term relationships. In addition, Jeff has assisted his father, Jim Hartfield, with the operations of the company for over 10 years. Jeff believes in a balanced life style, and accomplishes this by spending as much time as he can with his wife, Jaime, and their three boys Scotty, Brandon and Dakota. He is also active in his community as well as in various national sports associations.		Deborah L. Helmer Vice President Retirement Planning Email: debbieh@hartfieldco.com Debbie has been with The Hartfield Company since 1989. She is responsible for the retirement benefit division. Debbie earned her bachelor degree in finance from Indiana University and is currently licensed in life/health insurance and FINRA Series 6 (Limited Securities Representative), 63 (Uniform Securities Agent State Law Exam) securities licensing. She also is certified to sell Indiana Partnership long-term care. Debbie has extensive knowledge and experience in retirement planning and financial services. She is a lifelong resident of Southern Indiana and is currently active in various professional and civic organizations. (return to top)
D. William Hook Financial Consultant Email: billh@hartfieldco.com Since 1987, Mr. Hook has advised individuals, families, and business owners in identifying, planning for, and achieving their financial goals. He has worked on Wall Street as well as with a number of major NYSE brokerage firms. Bill’s approach to investing recognizes the unique needs of each client. Before making any recommendations, he takes the time to thoroughly understand a client's long-term goals and tolerance for risk. (return to top)		Thomas M. Jones Investment Advisor Email: tomj@hartfieldco.com Tom has been with the company since 2002 and has 20 years experience in the financial services industry. A former bank president and CEO, he specializes in individual investment advice, as well as retirement plan and group insurance brokerage. Tom has a BBA degree from the University of Kentucky, and is securities and insurance licensed in Indiana and Kentucky. His civic involvement has included serving the Southern Indiana Economic Development Council (past chair), the Floyd Memorial Foundation (past chair), the New Albany-Floyd County Education Foundation, and the New Albany Rotary Club. (return to top)
Gary D. Kinney, CIC Certified Insurance Counselor Property & Casualty Advisor Email: garyk@hartfieldco.com Gary joined The Hartfield Company of Louisville, LLC on August 1, 2007 after being a principal partner with an agency in Louisville for a number of years. Since 1982, Gary's insurance experiences include property and casualty. His expertise is also that of a Certified Insurance Counselor (CIC), since 1992. He has acquired vast knowledge in commercial insurance as well as personal insurance coverages. (return to top)		Patricia R. Lewis Investment Advisor Email: patricial@hartfieldco.com Patricia began her financial service career as a field agent for Prudential in 1978. She was an owner of Taggart Insurance Center for many years and served as Director of Development for Bridgepointe, Easter Seals and Goodwill Industries. She continues to serve her loyal client base today. (return to top)
Bonnie L. Main, FLMI, ACS Vice President of Group Marketing Email: bonniem@hartfieldco.com Bonnie has been with the company since 1974 and is responsible for the day-to-day operations of the group insurance department. Bonnie manages many of our group clients and brings a wealth of knowledge in health and ancillary products, human resource strategy and insurance law. She is licensed in Indiana and Kentucky and is a certified agent in the Indiana Long Term Care Insurance Program. Bonnie is also a member of the Society for Human Resources Management (SHRM) and is on the Board of Directors of Rauch, Inc. (return to top)		Douglas A. Sidebottom, HIA Director of Group Benefits Email: dougs@hartfieldco.com Doug joined the company in 2007 after spending 18 years with a Fortune 150 insurance carrier, primarily in large group underwriting/management and sales. He specializes in data and renewal analysis of fully insured and ASO accounts, as well as consumer-directed health plan strategies. Doug has a BA from Indiana University, is licensed in Indiana and Kentucky, and is a certified agent in the Indiana Long Term Care Insurance Program. He is also a member of the Society for Human Resources Management (SHRM) and the National Association of Health Underwriters (NAHU). (return to top)
Brian D. Waiz Retirement Benefits Representative Email: brianw@hartfieldco.com Brian joined The Hartfield Company in 2007. He has been in the financial services industry since 2001. Brian is a life long resident of Southern Indiana with a Bachelor of Science in Business Management from Indiana University. His licenses include FINRA Series 6 (Limited Securities Representative), 63 (Uniform Securities Agent State Law Exam) and Indiana Life, Health, Property and Casualty. Brian is also certified to sell Indiana Partnership Long Term Care Insurance. (return to top)		Thomas F. Wint Financial Consultant Email: tomw@hartfieldco.com Tom has over 30 years of experience in the financial services industry and brings a wealth of knowledge that helps clients create, protect and transfer wealth; while always keeping in mind “What is important to his clients about their money”. As a part of a team that includes the clients and other professionals; Tom coordinates the process of establishing realistic and important goals, helps make informed decisions on how to best accomplish these goals, oversees plan implementation and performs annual plan reviews to make sure any needed adjustments are made in a timely manner. (return to top)
Boyd W. Wright, CLU, CFP Certified Financial Planner Email: boydw@hartfieldco.com Boyd has worked out of The Hartfield Company since 1973 as an independent producer and planner. He holds both a B.S. and M.S. in Business Education from Indiana University. Boyd received his Chartered Life Underwriter designation in 1983 and his Certified Financial Planner designation in 1994. After 1994, he specialized in retirement planning working with both companies and retirees. He continues to work very closely with employees in establishing retirement plans, and helps many retirees from local industries with their retirement planning. He has been married for 40 years to his wife, Jaquetta, and has always resided in the Borden-Starlight area. He has one son Jonathan M. Wright, who recently joined his firm. (return to top)		Jonathan M. Wright Field Assistant for Boyd Wright Email: jonathanw@hartfieldco.com Jonathan's career has just begun in the securities and insurance business. He began working with his father, Boyd W. Wright, in December, 2006. Jonathan is a registered representative, having passed the series FINRA Series 6 (Limited Securities Representative), 63 (Uniform Securities Agent State Law Exam) exams. Prior to coming into business with his father, Jonathan was a Finance and Sales Manager for 6 years with a local automotive dealer. He is a graduate of Borden High School, and currently resides in Greenville, Indiana with his wife of two years, Lindsey. (return to top)