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Meet The Team

Collaborating For Your Success

Since 1955, we have built our reputation of excellence, giving each of our clients the same dedicated financial service and advice they deserve. With decades of accounting, tax, and financial services experience, our advisors and staff bring a well-rounded, seamless perspective.

Coldwater Office

Susan A. Albers

Susan A. Albers

Financial Services Assistant

419-678-4814

Hannah B. Brackman

Hannah B. Brackman

Financial Planning Support Associate

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Barb L. Bruggeman

Barb L. Bruggeman

Tax Administrator / Payroll Processor

419-678-4814

Jenny L.   Gaerke

Jenny L. Gaerke

Financial Services Representative

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James W.  Harting, CPA

James W. Harting, CPA

Legacy Partner / Financial Advisor

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Tonya A.  Hartings

Tonya A. Hartings

Special Event Coordinator / Office Administrator

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Randall L.  Kaup, CPA

Randall L. Kaup, CPA

Partner / Financial Advisor

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Sara A.  Kiser

Sara A. Kiser

Administrative Coordinator / Financial Services Assistant

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Renee L.  Knoth, AIF®, CPFA ™

Renee L. Knoth, AIF®, CPFA ™

Financial Advisor / Tax Preparer

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Daniel J.  Koesters, CPA

Daniel J. Koesters, CPA

Partner / Financial Advisor

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Mary Jane Koesters, AIF®,CPFA ™, NSSA®

Mary Jane Koesters, AIF®,CPFA ™, NSSA®

Partner in MHFS, Ltd. / Director of Financial Services

419-678-4814

Cindy A.  Plank

Cindy A. Plank

Director of Payroll Processing

419-678-4814

Linda M.  Welsch

Linda M. Welsch

Internal Accountant / Tax Administrator

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Maria Stein Office

About Us

Time-tested reliability, a well-rounded team, and seamlessly integrated services to help you build confidence.

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Our Approach

We evaluate all of your financial concerns, then seamlessly integrate our solutions to address them.

How We Help

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Accounting, tax, and financial services can help you live well and leave a legacy. Reach out to find out how.

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