Sarah N. Schwieterman, CFP®
Financial Advisor
Moorman, Harting & Co., and Moorman, Harting Financial Services, Ltd. are pleased to announce that Sarah N. Schwieterman has passed her Series 63, Series 65, and Series 7 exams and is now a licensed financial advisor. Sarah joined the firm in April, 2024 and is also a CERTIFIED FINANCIAL PLANNER®. Sarah’s growth reflects the continuous commitment to excellence the firm has shown over the last 69 years. The firm has nine Certified Public Accountants and ten Financial Advisors ready to serve the surrounding area. Sarah has a bachelor’s degree in financial services from Wright State University. Her success further strengthens the team of dedicated professionals that provide solutions for tax, accounting and financial services clients.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC
Investment advisory services offered through Avantax Advisory ServicesSM
