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. Jim is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.

Gregory E. Bennington Investment Advisor 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. Greg is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc. (return to top)		Thomas M. Jones 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. Tom is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc. (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)		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. Jeff is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc. (return to top)
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. Debbie is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc. (return to top)		Bonnie L. Main, FLMI, ACS Vice President 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 Vice President, 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)		David Betz Employee Benefits Specialist Email: davidb@hartfieldco.com David has been with the Hartfield Company since 2010. Prior to joining the company, David worked in the Financial Services Industry since 1987. He has experience in both Retirement and Employee Benefits. For the past 25 years, David has helped Small Business Owners and Individuals accomplish their financial goals while protecting them from various risks. He has been a Registered Representative since 1988 and is Series 7 (General Securities Representative), 6 (Investment Company Products/Variable Contracts Limited Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Investment Adviser Law Exam) Securities licensed as well as Life and Health Insurance. A 1981 graduate from the University of Louisville, David has a degree in Business Management. He has been a resident of New Albany since 1978 and is married to New Albany native Rose Hornung-Betz. David and Rose enjoy spending time with their four children, Jacob, Christian, Maryashly and Juston. David is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc. (return to top)
Lee King Investment Representative Email: leek@hartfieldco.com Lee joined the Hartfield Company in 2010. He specializes in working with our retirement and group benefit clients. Lee began his career in the financial services business over 13 years ago with American Express. His areas of specialty have included financial planning, small business planning, setting up group retirement plans, and estate planning. He holds securities and insurance licenses in Kentucky and Indiana. In addition, he attended Morehead State University, and in his spare time enjoys running and treveling. Lee is a Registered Representative with NFP Securities, Inc. (return to top)