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Based in Longmont, Colorado, our combined experience in financial and investment services brings decades of experience to our clients.

 

We are a team rooted in family, and we serve our clients with that care in mind.

what is best for you

every time
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“If you want to be successful, it's just this simple. Know what you are doing. Love what you are doing. And believe in what you are doing.”
– Will Rogers –

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Joshua Hattig, CFP®

Board Certified Financial Planner™ President

I’ve been successfully serving my clients’ wealth management needs for 20 years. I believe that client’s financial lives are dramatically more clear and peaceful through proper investment planning prior to and through retirement. I’m an Investment Advisor Representative through PlanMember Securities Corporation, a Certified Financial Planner™, and received my Bachelor of Science degree in Business Management and Finance from Colorado State University. I live in southwest Weld county with my wife Tania and our children, Asher and Portia.

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Shelby Wax

Operations

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I have been with Hattig Financial since March 2015. I am generally the first face you’ll see in our Longmont office and the voice that you’ll hear on the phone as I call to schedule, process paperwork, and otherwise generally keep everybody connected through the process. I have greatly enjoyed the people and clients I have worked with over the years and look forward to many more! My degrees are in Business Administration, MCD Biology, Master’s of Education, and a minor in Japanese and Asian Studies.
 

I have been blessed with an amazing husband, Mike, who works hard running our martial arts studio, teaching middle school science online – all the while still competing and winning six world titles. He spent countless hours helping me prep to pass my 4th degree black belt test as well as training me for competitions. He has been the best companion through all our many travels and adventures around the US and the world (there are always tons of those at the Wax house)!

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Tania Hattig

Business Development

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I joined Team Hattig in 2003. My degrees are in Finance and Accounting from the University of Colorado. I’ve spent the majority of my professional career as a CFO and in Business Development and Investor Relations roles. I love creating excellent environments; making our clients feel like family and our office a place where our clients feel valued.

 

When I’m not at Hattig Financial, you’ll find me in my other favorite role, as Mom, trying to keep up with Asher and Portia. We spend our family time making memories traveling, at baseball, softball, basketball, wake boarding, snow skiing, riding horses and working our way through belts in taekwondo.

 

We love calling Colorado home and are fortunate to have lots of family that live close. Family is my priority and Hattig Financial is an extension of our family.

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Stephen Moorman

Client Services

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I joined the Hattig Financial team in August 2020. My degrees are in Finance and Accounting from the University of Oklahoma (Boomer Sooner!).

 

My passion is to help people reach their goals and find peace in all areas of life. I live in Erie with my amazing wife, Claire. She is my better half by a long shot. We enjoy hiking, golfing, snowboarding, and just about everything else Colorado has to offer. We also love to travel and explore new places.

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Let's take the next steps together.

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