Koesters, Homan and Wolters Achieve NSSA® Advisor Certificate Financial Advisors Qualified to Help Retirees Select Best Time to Access Social Security Benefits Mary Jane Koesters, Mandy Homan and Alan Wolters of Moorman, Harting Financial Services, Ltd. have achieved National Social Security Advisor certificate from the National Social Security Association LLC in Cincinnati. The NSSA®…
Moorman, Harting & Co. held a training event, along with an employee event, for the entire firm on June 14th, held outside under beautiful sunny skies. This year’s annual summer event included “Trusts, and When are trusts appropriate” presentation by Phil Borger and Craig Albers, local attorneys of FGKS. This presentation was very informative with…
Thank You Elaine! Elaine Harting recently retired from Moorman, Harting after 30 years of working as an administrative professional in our Coldwater office. Elaine is married to Jim, who will continue in his role as a Partner, CPA & Financial Advisor in our Coldwater office. Elaine looks forward to spending her additional free time…
Homan and Wolters Achieve NSSA® Advisor Certificate Financial Advisors Qualified to Help Retirees Select Best Time to Access Social Security Benefits Mandy Homan and Alan Wolters of Moorman, Harting Financial Services, Ltd. have achieved National Social Security Advisor certificate from the National Social Security Association LLC in Cincinnati. The NSSA® certificate promotes advanced Social…
And Another Girl! We would like to congratulate Amanda and Dan Brackman on the birth of their first child Olivia Rose! Olivia was born on February 13, 2021. Dan and Amanda are quickly adjusting to and enjoying their new role as parents. Amanda is an Accounting Manager in our Coldwater office. Congratulations Amanda and…
A message from Doug Bertke https://www.moormanharting.com/moormanhartingco/2021/01/A-Message-from-Doug-Bertke-2.mp4
Wedding Bells Congratulations to Nick Heitkamp, an Accountant in our Celina office, who was married on Saturday, November 28, 2020 to Samantha Gaerke. After the wedding, Nick and Sam traveled to Barbados for their honeymoon. Due to some travel complications, they ended up getting a couple of bonus days on the beach! The happy…