Moorman Harting Welcomes New Office Administrator   Barb A. Kanney joins our Celina office as an Administrative Assistant. We are pleased to introduce to you the newest member of the Moorman, Harting Team, Barb Kanney.  Barb is our latest addition in the Celina office and will serve as our Celina Office Administrator.  Barb comes to…

Employee Spotlight Hannah Wendel, a Financial Services Assistant and Tax Preparer at our Coldwater location, will be a part of the cast of this year’s St. Anthony Dinner Theater. The Saint Anthony Dinner Theater is an organization of adult and youth volunteers joining together to host an atmosphere of Christmas entertainment and to foster a…

Staff members celebrate milestones with the firm!   Three staff members are celebrating anniversary milestones with the firm this year.  Tammy Wolters has completed 20 years of service,  Elaine Harting 30 years of service and Carla Post has been with the firm for 35 years. We thank them for their many years of dedicated service.

Rebekah M. Clements Joins Staff – Rebekah M. Clements is our new Accountant/Tax Preparer in our Celina office.  Rebekah has over 5 years of experience in public accounting, including experience with Quickbooks and ACS Software.  She specializes in small business tax planning and preparation and will provide accounting and tax services to a variety of…

Moorman, Harting Financial Services’ Advisors Receive Accreditation  Mary Jane Koesters, Mandy Homan, and Renee Knoth have received their Certified Plan Fiduciary Advisor (CPFA) certification.  The CPFA credential demonstrates their knowledge and commitment to working with retirement plans.  Advisors who earn their CPFA have the expertise required to act as a plan fiduciary or to help…

It’s a Boy!   Danny and Krista Koesters had an addition to their family. Oliver Daniel Koesters was born on August 30, 2021.  Oliver joins his two older brothers Owen and William.  Danny is a Partner and a Financial Advisor in our Coldwater office.  Congratulations to Danny, Krista and family!

Tracy N. Houser Joins Staff – Tracy N. Houser joins our Coldwater office as a Technology and Payroll Specialist.  Tracy Is a graduate of the University of Northwestern Ohio and comes to us with over 20 years of experience as a Technology Director.  Tracy will assist with the installation and maintenance of our technology systems…