What's New at the Firm

Check back for the latest news and information pertaining to Moorman, Harting & Company  and Moorman, Harting Financial Services, LTD.

Ryan Koenig joined the firm!

Ryan Koenig joined the firm! We would like to announce the hiring of Ryan Koenig! Ryan will be working as a financial services assistant in our Coldwater office. Ryan is a graduate of Marion Local High School and Bowling Green State University. Ryan lives in Maria Stein with his wife, Olivia. Welcome to the firm,…

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Aaron Schwartz, CPA, CVA joined the firm!

Aaron Schwartz, CPA, CVA joined the firm! We would like to welcome Aaron Schwartz, CPA, CVA to the firm. Aaron comes to us with 3 years of public accounting experience. Aaron is a graduate of Ft. Loramie High School and received his master’s degree from Bowling Green State University. He resides in New Bremen with…

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Changes in our Phone Service

Just a Little Bit of Housekeeping!!   In an effort to improve the clarity and reliability of our phone communications with clients, Moorman, Harting & Company recently made some changes to our phone service.  As a result of these changes, some of the older phone numbers that you may have used to contact us in…

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Danny and Krista Koesters Welcomes Another Boy!

It’s a Boy!   Danny and Krista Koesters had an addition to their family.  Franklin Patrick Koesters was born on September 1, 2023.  Franklin joins his three older brothers Owen, William and Oliver.  Danny is a Partner and a Financial Advisor in our Coldwater office.  Congratulations to Danny, Krista and family!

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Renee L. Knoth Becomes Insurance Licensed

Renee L. Knoth becomes insurance licensed   Moorman, Harting & Co., and Moorman, Harting Financial Services, Ltd. are pleased to announce that Renee L. Knoth, a Financial Advisor and tax preparer, has passed her Ohio insurance licensing examination.  Renee becoming insurance licensed allows her to expand the breadth of financial solutions she can offer to…

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Koesters, Homan and Wolters Achieve NSSA® Advisor Certificate

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®…

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Moorman, Harting & Co. Held a Training / Employee Event

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…

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Elaine Harting Retires after 30 years

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…

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Homan and Wolters Achieve NSSA® Advisor Certificate

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…

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Amanda Brackman has a baby girl!

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…

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Wedding Bells

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…

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