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Meet Stephen Moorman

  • Josh Hattig
  • Oct 6, 2020
  • 1 min read

Updated: Apr 28, 2021


Longmont and Boulder Financial Planner

Hello! It is hard to believe but the Holiday Season is nearly upon us! What a crazy year, I hope you can enjoy the coming season with some friends and family, then… “Put a bow on it!”


I would like to formally introduce the newest member of HFC, Stephen Moorman! He is already a vital part of the business, between he and Shelby, they keep me running! Stephen brings a wealth of knowledge, experience, and commitment to excellence. Many of you have already had a conversation with him or have seen his name as he supports me in a business task, if not, I’m sure you’ll get to know him soon. Stephen and his wife Claire live in Erie, she works in corporate finance, they are active in church, they love the outdoors, playing golf, hiking, enjoying Colorado. Stephen is a great addition to HFC and we are fortunate to have him on the team!


Thank you for the really wonderful introductions to your family and friends this past month, I’ve met some neat people! As you know, for many years I have hosted dinner event seminars at some great local restaurants, maybe that’s how we met? Of course, things have changed this year, so I’ve begun hosting small parties. The parties consist of a client/couple and two good friends. The evening is enjoyable. I do a short intro, then a great catered meal is served for you and your friends to sit-back relax and have some FUN! I may be talking to you about this in the future!


I appreciate you and am so thankful for you and your family,

Josh

Matthew 11:28-30

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Hattig Financial Company is not a registered broker-dealer nor a registered investment advisor. Hattig Financial Company and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Consolidated Portfolio Review. Custodians: Fidelity Clearing & Custody Solutions, Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. 

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