Douglas M. Bertke,CPA
Now A Licensed Financial Advisor

Douglas M. Bertke, a Certified Public Accountant with Moorman, Harting & Company, has recently received his license to practice as a Financial Advisor.  He is now able to provide financial services to both business and individuals for the firm.

Doug has practiced in public accounting for over eleven years.  He is also a member of the American Institute of CPA’s and the Ohio Society of CPA’s.  As a member of these professional organizations, Doug attends many continuing education courses to ensure the highest level of service and expertise to his clients.   He is a graduate of Coldwater High School and has a Bachelor of Science degree in Accounting from the University of Dayton. 

In order to receive his license, Doug had to pass both the Series 7 and the Series 66 exams which qualifies him to service the firm’s clients in the areas of financial investments and wealth care planning.

 Moorman, Harting Financial Services, Ltd., offers a complete range of wealth care services.  The firm is uniquely positioned to provide qualified financial investment advice while at the same time manage the tax consequences that correspond with those investments.

 The firm has offices in Coldwater and Celina.

Securities offered through 1st Global Capital Corp.,
Member of FINRA, SIPC. 

Investment Advisory Services offered through 1st Global Advisors, Inc.

Jane Cheek Marks Twenty Years of Service

In October, 2007 Jane Cheek celebrated 20 years of dedicated service with the firm.  In her 20 years, Jane has provided quality tax and accounting services to a number of clients and businesses, including partnerships, corporations, limited liability companies and farms.  Her longevity with the company is another indication of the quality staff that Moorman,  Harting & Co. provides for our clients.

Jane and her husband Carson, reside in St. Henry, Ohio.  Moorman, Harting & Company congratulates her on 20 years of loyal service to both her clients and the firm. 

Sara Kiser Joins Professional Staff

Moorman, Harting & Company would like to welcome Sara Kiser to its professional staff.  Sara has over thirteen years experience in the financial services area. 

She is a St. Henry High School graduate and holds an Associates Degree in Office Administrative Systems Administrative Assistant, as well as a Certificate in Desktop Publishing from Wright State University.

Sara will be assisting in the Financial Services area of the Coldwater office.  Sara lives in St. Henry with her husband Kevin and her two sons,
Jack and Tom.