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
“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 –
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 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 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.
Stephen Moorman, CFP®
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.
Board Certified Financial Planner™
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.
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!