Meet Our Team

Teamwork is the key to our success.

FIRM PARTNERS

Our dedication to exceptional client service is over 60 years in the making.

We provide innovative solutions for our clients’ tax, accounting and financial needs. Through extensive professional education and experience, we utilize comprehensive business planning strategies and wealthcare management services. Our unparalleled level of personalized service shows our commitment to serve our clients.

Pictured from left to right:

  • Randall L. Kaup – CPA, Financial Advisor
  • Douglas M. Bertke – CPA, Financial Advisor
  • James W. Harting, CPA, Financial Advisor
  • Alan E. Wolters – CPA, Financial Advisor, AIF®
  • Daniel J. Koesters – CPA, Financial Advisor
LEADERSHIP TEAM

Moorman, Harting & Company is proud to utilize their leadership team to provide guidance and direction for the firm’s future growth.

The team advises management of key concepts and ideas that the firm can utilize to achieve its goals and objectives. The team meets periodically and reports to the entire staff so that the firm’s value proposition can be carried out.

Mary Jane Koesters – Alan E. Wolters – James W. Harting – Randall L. Kaup – Douglas M. Bertke – Carla A. Post – Kelly M. Broering – Janet M. Bills

FINANCIAL SERVICES TEAM

Our team of seasoned financial professionals can help you address a comprehensive range of services.

Our mission is to provide value to your overall financial situation, through a simplified Method 10® process.
We believe our teamwork approach adds a broader perspective to all we do and provides increased resources to our clients.

Daniel J. KoestersLinda M. Welsch – Kendra R. Baxter – Mandy M. HomanRandall L. KaupDouglas M. BertkeJenny L. Gaerke – Tonya M. BishopHannah B. WendelRenee L. KnothSara A. KiserJames W. HartingAlan E. WoltersMary Jane Koesters

ACCOUNTING TEAM

We take care of the stressful and time-consuming accounting tasks so you can focus on doing what you do best – running your business.

Our qualified and experienced accountants provide professional and dedicated personal service in a cost-effective manner. We are focused on developing a close proactive partnership with our clients. Our full range of financial services will ensure that we are not simply a service provider, but a partner whose passion and ambition create added value to our clients.

Douglas M. BertkeJanet M. BillsJacob R. SchmidtMelissa A. WendelDaniel J. KoestersRegina M. GuggenbillerKelsey R. DodsonJames W. HartingNicholas D. Heitkamp – Rebekah M. Clements – Amanda R. BrackmanKelly M. BroeringJenny L. BrookhartRandall L. KaupAlan E. WoltersKendra R. BaxterJanelle M. Pottkotter

TAX TEAM

With 7 CPA’s, 8 Financial Advisors and 4 Enrolled Agents, we have the experience and professional staff in place to handle any type of tax return.

The tax team at Moorman, Harting & Company considers each client’s unique investment strategy and the potential tax implications of those investments simultaneously. Investment transactions can have severe tax consequences, but too often these consequences are not realized until it is too late. Our goal is to be your eyes and ears in the financial world, maximize your refund and help make sure you never miss out on money savings deductions.

Nicholas D. HeitkampAmanda R. BrackmanMary Jane KoestersAlan E. WoltersRegina M. GuggenbillerRandall L. KaupJenny L. BrookhartMelissa A. WendelDaniel J. KoestersDouglas M. BertkeKelly M. BroeringTonya M. BishopJanet M. BillsJenny L. GaerkeJames W. HartingRenee L. Knoth – Rebekah M. Clements – Jacob R. SchmidtKendra R. BaxterKelsey R. DodsonMandy M. HomanCynthia M. GeiseHannah B. WendelJanelle M. Pottkotter

PAYROLL TEAM

We offer a full line of payroll services to fit your changing needs.

No matter how simple or complex your business needs are, our team of payroll specialists can tailor the perfect payroll plan for you. Moorman, Harting & Company is committed to providing you with the highest level of services available. We serve our clients with a comprehensive range of services to meet their needs while providing them with the peace of mind that the job will be done the way you want it: fast, friendly, and accurate. We also have Certified Public Accountants and Financial Advisors on hand who know the ins and outs of your business.

Carla A. Post – Amy L. Linn – Melissa A. Wendel – Kelsey R. Dodson – Tracy N. Houser

TECHNOLOGY TEAM

In an environment of continual change, our technology team continues to look for better ways to help your business stay current with the times.

We offer an easy and simple Online Client Access program to help your business stay up-to-date, as well as secure, using Client Portals and online file exchange.

Douglas M. BertkeRandall L. KaupMelissa A. WendelCarla A. PostJenny L. BrookhartAlan E. WoltersJames W. HartingKelly M. BroeringJenny L. Gaerke

MARKETING TEAM

Getting our Firm recognized.

From our website to billboards, newspaper ads, newsletters, email marketing, radio ads and more, our goal is to make sure you’re aware of all of the financial services we can provide for you, your family and your business.

Our firm offers many types of services – from Accounting, Tax, Payroll Processing and Financial Services. Whatever you need, we’re here for you.

Mary Jane KoestersCarla A. PostRandall L. KaupAlan E. WoltersJames W. HartingJanet M. BillsTonya A. Hartings – Douglas M. Bertke

ADMINISTRATIVE TEAM

One of our top goals is to ensure that the client’s objectives are fully met. Always.

Our clients are important to us, and we want your visit to our firm to be a great experience. Whether it’s the person you talk to on the phone or the first person you see when you walk in the door, know that our Administrative team is here and excited to meet you! Our friendly and courteous staff will assist you in any way possible.

Linda M. Welsch – Barb A. Kanney – Elaine M. HartingTonya A. HartingsTammy J. Wolters