Broker Check

Our History

A Legacy Of Excellence
A History Of Success


McCrate, DeLaet & Company has a rich history that dates back to 1947, when it was originally founded as Beckman, Hilt & Co. by Mark Beckman and Otto Hilt. Just six years later, Charles McCrate joined the firm, bringing additional experience and leadership. The 1960s marked another pivotal moment for the firm when John DeLaet became a partner, contributing significantly to our growth and reputation. Following the passing of Otto Hilt in 1966, the firm adopted its current name, McCrate, DeLaet & Company. Over the decades, we have evolved and expanded our services, always maintaining the high standards and values instilled by our founders.

1947

The firm was founded by Mark Beckman
and Otto Hilt.

1953

Charles McCrate joined the firm when it was only one of two private practicing certified public accounting offices between Lima and Dayton, Ohio.

1960

John DeLaet became a shareholder, while Charles McCrate became the managing shareholder.

1966

The firm’s name of McCrate, DeLaet & Co. was established after the death of Otto Hilt.

1977

Dale Schwieterman became a shareholder.

Shareholders at this time were Charles McCrate, John DeLaet & Dale Schwieterman.

1986

Dave Monnier became a shareholder as Charles McCrate began planning for his retirement.

1987

Shareholders were John DeLaet, Dale Schwieterman and Dave Monnier.

1988

Don Goettemoeller became a shareholder in the firm. Shareholders at the time were John DeLaet, Dale Schwieterman, Dave Monnier and Don Goettemoeller. 

Dale Schwieterman became the managing shareholder of the firm.

1989

The firm moved from its original location in the Ohio Building into the newly constructed Courtview Center in downtown Sidney.

1997

The firm celebrated it’s 50th anniversary.

Shareholders of the firm at this time were Dale Schwieterman, Dave Monnier and Don Goettemoeller.

2001

McCrate Wealth Management, LLC was started to offer financial services to the firm’s clients.

2006

The firm transitioned to a cloud-based
software suite. 

McCrate, DeLaet & Co. merged with Richard T. Martin, CPA.

2008

Dave Fortney became a shareholder of the firm.

The firm continued with digital processes and transitioned applications to virtual/hosted sites to enable access to information and communication from any outside location. 

2014

Richard T. Martin retired

2016

Long time shareholders Dale Schwieterman and Dave Monnier retired from the firm. 

Mark Hoge & Sarah Stammen became shareholders alongside Dave Fortney and managing shareholder, Don Goettemoeller.  

2018

Brad Hoge joined McCrate Wealth Management, LLC to lead the financial services team.

2022

Kevin Schlarman and Scott Steineman became shareholders.

McCrate Wealth Management, LLC affiliated with United Planners Financial Services as their broker dealer firm. 

2024

Shareholders Don Goettemoeller and Dave Fortney retired from the firm on September 30, 2024.

Mark Hoge replaced Don as the managing shareholder.


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