2025 Employee Event
We recently held an employee event at Pla-Mor Adventure Golf. The weather was perfect for the event and a good time was had by all. We held a contest at several of the holes for employees to win what a fun afternoon.
We recently held an employee event at Pla-Mor Adventure Golf. The weather was perfect for the event and a good time was had by all. We held a contest at several of the holes for employees to win what a fun afternoon.
We would like to thank all who attended our annual Client Appreciation Seminar. We had a great turnout with informative speakers and delicious food.
Chelsey Raterman is a Financial Services Assistant and joined the firm in June 2025. She works out of our Celina office and is part of the Financial Services team. She specializes in providing the following services: Customer service to the Financial Services clients Preparation of applications for new and existing Financial Services clients Customer service…
Jenny Seitz is a Payroll Specialist and joined the firm in May 2025. She works out of our Coldwater office and is part of the Payroll team. She specializes in providing the following services: Payroll Processing Payroll Tax Administration Jenny is a graduate of Marion Local High School and University of Northwestern Ohio with an…
Moorman, Harting Financial Services, Ltd. is pleased to invite you to our 2025 seminar. The seminar will take place on September 10, 2025 at Romer’s Catering in St. Henry, OH. Doors open at 5:45 p.m. RSVP for yourself & a guest by calling Tonya Hartings or Sara Kiser at 419-678-4814 before September 1st. We look…
Congratulations to Riley, a Financial Services Assistant in our Celina office. Riley and her husband Mitchel recently welcomed their daughter Sadie Jane. She weighed 7 lbs 4 oz. Everyone is doing well. Best Wishes to Riley & Mitchel!
Moorman, Harting Financial Services, Ltd. Achievements Recognized by Avantax at Elite Event in Banff, Canada Representatives from Moorman, Harting Financial Services, Ltd. were celebrated as Elite Financial Professionals of Avantax during the invitation-only Avantax Elite Summit 2025 in Banff, Alberta, Canada. Avantax is a community of tax-focused financial professionals within Cetera. The small contingent…
Congratulations to Sarah, an Accountant in our Coldwater office. Sarah and her husband Dillon recently welcomed their son Oliver James. He weighed 7 lbs 4 oz. Everyone is doing well. Best Wishes to Sarah, Dillon, & family!
Congratulations to Janelle, an Accountant in our Celina office. Janelle and her husband Shane recently welcomed their daughter Jolene Mae. She weighed 8 lbs 10.3 oz. Everyone is doing well. Best Wishes to Janelle, Shane & family!
Janell Kuck is a Certified Public Accountant with over 20 years of experience who joined the firm in November 2024. She works out of our Coldwater office and is part of the Tax and Accounting teams. Janell specializes in providing the following services: Tax planning and preparation Small business accounting and taxation, including corporations, LLC’s,…