Rob Harsha, CFP®
A devoted family man, Rob has been married to his wife, Traci, for 25 years. They have two children, Hannah and Ben. Hannah, a college senior at MSU Billings, is a budding artist and teacher. Rob marvels at her gifts every day. Ben is a college freshman at MSU Bozeman. With the children away from the home, Rob spends his time working through "honey-do" lists and enjoying a little slower pace of life.
Rob graduated from Sonoma State University in 1994. He is a CERTIFIED FINANCIAL PLANNERTM professional and will finish an MS in personal financial planning in March 2019.
Rob's extended family are longtime Montanans and the Big Sky called him back home in 2003. Rob has an interest in genealogy and enjoys doing family research. He can trace his roots through his Hudson (paternal grandmother) lineage to 1530 in Yorkshire, England.
Although his business stretches across multiple states, Rob and Traci enjoy living in Billings, Montana. They are both active in a local church.
Email Rob at email@example.com or give him a call at 406-655-3809.
Lisa is a native Montanan with a strong love for the state's agricultural industry, history, and outdoor recreation opportunities. She holds a BS in agricultural business management and a minor in economics from Montana State University Bozeman.
Lisa and her husband, Steve, have two adult children who are married to wonderful spouses and one beautiful, smiling grandchild. Though part of her family lives across the country, she relishes time as a mom and grandmother. For fun, Lisa and Steve enjoy camping, hiking, and sailing whenever possible. In her role as an area coordinator with Search For Jesus, part of the Billy Graham Evangelistic Association, she has the opportunity to coach people online seeking a relationship with the One True God and during life crises. Steve and Lisa are also involved in a local church.
Since 2016, Lisa has been responsible for the day-to-day flow of administrative duties for the office. Client relations and customer service are a large part of Lisa's professional background, and she enjoys working with the diverse client base of Yellowstone Financial Services.