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christian financial planner longmont longmont christian financial advisor christian retirement planner longmont, co
christian financial planner longmont longmont christian financial advisor christian retirement planner longmont, co

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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christian financial planner longmont longmont christian financial advisor christian retirement planner longmont, co

“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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christian financial planner longmont longmont christian financial advisor christian retirement planner longmont, co
Hattig-Financial-Planning-Longmont-Color
Joshua Hattig, CFP®

Board Certified Financial Planner™ President
Sr. Wealth Advisor

I’ve been successfully serving my clients’ wealth management needs for 20 years. I believe that our clients' financial lives are dramatically more clear and peaceful through proper investment planning prior to and through retirement. I’m an Investment Advisor Representative through Vanderbilt Financial Group, 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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Stephen Moorman, CFP®
christian financial planner longmont longmont christian financial advisor christian retirement planner longmont, co

I joined the Hattig Financial team in 2020, and received my CFP® certification in October 2022. My degrees are in Finance and Accounting from the University of Oklahoma (Boomer Sooner!).

 

My passion is to help people in their desire to 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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Board Certified Financial Planner™ 
Wealth Manager

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Tania Hattig

Business Development

christian financial planner longmont longmont christian financial advisor christian retirement planner longmont, co

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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Rita Williamson

Operations Manager

christian financial planner longmont longmont christian financial advisor christian retirement planner longmont, co

I joined the Hattig team in 2023 after being a small business owner for more than 6 years, where personal relationships were always the highest priority. I was in the details every day, managing operations as well as taking care of my clients. 

 

I was thrilled to find a team that cared so much about serving their customers well and also providing excellence in products and services.

 

Being a mom to my three kiddos (and my pups) is the most important job I have, and the team at Hattig shares those same values! I’m a Colorado native and love all that my home state has to offer. When I’m away from the office, you can find me doing almost anything active, from exercising and improving my golf game; to hiking and fly fishing!

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What Our Clients Are Saying

“We have been clients of Hattig Financial since 2015. Josh and his team have always been supportive of our financial goals in retirement and have made all required functions easy to manage. Josh has always been very clear in discussions regarding our portfolio and has been well-versed in communicating market trends and helping us understand our investment options. The service is definitely appreciated.”

-Alan and Deanna

christian financial planner longmont longmont christian financial advisor christian retirement planner longmont, co

Let's take the next steps together.

christian financial planner longmont longmont christian financial advisor christian retirement planner longmont, co

Connect With Us!

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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. 

Neither Vanderbilt Financial Group, nor any of its associates provide tax or legal advice. Please consult with your tax and/or legal advisors regarding your personal circumstances.

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100. For additional information on services, disclosures, fees, and conflicts of interests, please visit www.vanderbiltfg.com/disclosures

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