Check back for the latest news and information pertaining to Moorman, Harting & Company and Moorman, Harting Financial Services, LTD.
Moorman, Harting & Company Supports MED Foundation of Mercer Health at 2023 Charity Ball Several MHC staff and their spouses attended the 2023 Mercer Health Charity Ball on Saturday, November 18th. As the Raffle Supervision Sponsor, Moorman, Harting and Company was responsible for overseeing the reverse raffle to determine the winner of a 2023 Chevrolet…
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,…
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…
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…
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!
Moorman, Harting & Co would like to recognize Jenny L Brookhart, EA for her 25 years of service to the firm. Jenny is always dedicated and committed to her clients by providing excellent service and answering their accounting and tax questions. Jenny resides in St Henry, with her husband Todd and they have three…
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…
This year’s Miss Lake Festival Pageant, a qualifying pageant for Miss Ohio, was held on Sunday, July 23rd at the Harley Jones Amphitheater in Celina. This year’s pageant winners were Miss Lake Festival, Caitlin Cramer and Miss Lake Festival Outstanding Teen, Allie Gray. MHC representatives Doug Bertke and Kelly Broering served as the official auditors…
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…