Sarah N. Schwieterman, CFP®
Moorman, Harting & Co., Certified Public Accountants and Financial Advisors, proudly announces the addition of Sarah N. Schwieterman to our firm.
She will specialize as a Wealth Management Coordinator, working out of the firm’s Coldwater office. Sarah will be handling customer service to our Financial Services clients as well servicing retirement plans. In addition, Sarah will specialize in the planning and preparation of individual tax.
Sarah holds a Bachelor of Science degree in Financial Services from Wright State University. She resides in Portland, Indiana.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC
Investment advisory services offered through Avantax Advisory ServicesSM
Insurance services offered through an Avantax affiliated insurance agency.
