Moorman, Harting & Co., is pleased to announce that Janelle M. Pottkotter has passed the 3-part comprehensive IRS test covering individual tax, business tax, and representation, practices, and procedures. She is now enrolled to practice before the IRS as an Enrolled Agent. Janelle joined the firm in 2016 and provides accounting and tax preparation services…
Congratulations to Amanda and Dan on Their Newest Arrival! Abigail Irene was born Tuesday, November t. She weighed 9 lbs and 6 oz and is 21.5 inches long. Mom and baby are doing good!
Janet Bills, who is an Accountant and Enrolled Agent, is recognized for her 45 years of service to Moorman, Harting & Co. Janet has continually excelled in her career. She provides corporation and partnership financial statements and prepares tax returns for multiple types of entities, including individuals, corporations and partnerships. Janet has been a leader…
Congratulations to Doug Bertke and Moorman, Harting & Co. on receiving the 2024 Friend of the Foundation Award! “The 2024 Friend of the Foundation is no stranger to the Charity Ball or the Corvette Raffel. Since the event’s inception, Moorman, Harting & Co. has played a vital role in the success and integrity of…
Aaron M. Schwartz, CPA, CVA Accountant / Financial Advisor Moorman, Harting & Co., and Moorman, Harting Financial Services, Ltd. are pleased to announce that Aaron M. Schwartz has passed his Series 7 and Series 66 exams and is now a licensed financial advisor. Aaron joined the firm in September 2023. Aaron earned his bachelor’s degree…
Sarah N. Schwieterman, CFP® Financial Advisor Moorman, Harting & Co., and Moorman, Harting Financial Services, Ltd. are pleased to announce that Sarah N. Schwieterman has passed her Series 63, Series 65, and Series 7 exams and is now a licensed financial advisor. Sarah joined the firm in April, 2024 and is also a CERTIFIED FINANCIAL…
Congratulations to Kelsey and Kalobb on Their Newest Arrival! Hayden Mae was born Saturday. She weighed 6 lbs 15 oz and was 19 inches long. Mom and baby are doing good.
Another successful financial services seminar in the books. This year’s theme was investing during an election year. Elections come and go, but results last a lifetime. Thanks to everyone who joined us for an entertaining evening! We are still wondering how the mentalist did his tricks. Securities offered through Avantax Investment ServicesSM, Member…
High School Spirit Employee Event at Brew Nation Celina, Ohio We closed our offices early on Thursday for our fall employee event held at Brew Nation in Celina, Ohio. We spent the afternoon playing games, drinking, and enjoying some delicious appetizers in each other’s company. A big thanks for the events committee for putting together…
Stephanie Marsee Moorman, Harting & Co., Certified Public Accountants and Financial Advisors, proudly announces the addition of Stephanie Marsee to our firm. She will specialize as an Accounting Assistant, Financial Services Assistant, and Tax Season Assistant working out of the firm’s Coldwater office. Stephanie will be assisting with tax and payroll services for individuals and…