Rob Harsha, MS, 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 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 and earned an MS in personal financial planning in March 2019. He is a CERTIFIED FINANCIAL PLANNERTM professional.
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 protected] or give him a call at
Client Services Specialist
Lisa is a native Montanan with a strong love for the state's agricultural industry, history, and outdoor recreation opportunities. She earned 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 three beautiful grandchildren. 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. They have also been building their own home for nearly 19 years! Obviously, they pay attention to detail. The Blohms are active in their local church and seek for all people to know Jesus Christ, the only begotten Son of God, as Lord and Savior.
Since 2016, Lisa has been responsible for the day-to-day flow of administrative duties for the office. Client service and relations are a large part of Lisa's professional background, and she enjoys working with the diverse client base of Yellowstone Financial Services.
Katie is a Montana native. She earned a BS in criminal justice with a minor in sociology from Montana State University Billings. She is currently working on her master of theology degree in counseling from Summit Bible College.
Katie has two beautiful adult daughters, Phoebe and Emma, and a wonderful granddaughter, Averie.
For fun, Katie enjoys spending time in the mountains, particularly hiking and fly fishing.