Congrats to Doug Bertke, new partner in firm!

All, Get Involved     by Stacy Lochtefeld

Doug BertkeMoorman, Harting & Co. Moorman, Harting Financial Services, Ltd. Certified Public Accountants – Financial Advisors are pleased to announce that Douglas M. Bertke, CPA – Financial Advisor has become a partner in the firms as of January 1, 2015.

Douglas M. Bertke is a Certified Public Accountant and Financial Advisor with a Bachelor of Science degree from the University of Dayton, with a major in Accounting.  Doug has over nineteen years of experience, providing accounting and tax services for a variety of businesses, including corporations, partnerships, limited liability companies and sole proprietorship’s. He also prepares a large number of individual returns, including many farm tax returns.   As a member of the American Institute of CPAs and the Ohio Society of CPAs, Doug attends continuing professional education courses designed to ensure a continued high level of service to the public.

Doug resides in Coldwater with his wife Jenine and their three children.  He is a member of the Coldwater Knights of Columbus and is also a Trustee and Treasurer for the Celina-Mercer County Chamber of Commerce.

Doug becoming a partner represents the Company’s commitment to continually provide quality, professional, personal and timely service to clients.  Moorman, Harting & Company is a firm of Certified Public Accountants and Business Advisors serving its clients since 1955.  The firm offers a wide range of accounting, tax and business consulting services to help its clients meet their financial goals.

Moorman Harting Financial Services, Ltd. offers a complete range of wealth care services.  The Firm is uniquely positioned to provide qualified financial investment advice while also managing the tax consequences that correspond with those investments.

Everyone here at Preferred Insurance would like congratulate Doug and wish him and Moorman & Hartings best of luck!



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