Sarah Schwieterman is a Wealth Management Coordinator and serves as a CERTIFIED FINANCIAL PLANNERTM since joining the firm in May 2024. She works out of our Coldwater office and is part of the Financial Services team. She specializes in providing the following services:

  • Customer service to Financial Services clients
  • Servicing of Retirement plans
  • Preparation of individual income tax returns

Sarah is a graduate of Jay County High School and Wright State University with a bachelor’s degree in financial services. She participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. Sarah currently resides in Portland, Indiana. She will be getting married in November 2024.

Phone: 419-678-4814
Fax: 419-678-2752

“I started working in finance as a way to serve my community with my personal strengths. Moorman, Harting & Co. will allow me to take the skills I have developed and expand the range of services I can offer to clients giving them a more holistic experience.”