Our Team

Guiding Your Every Step

At Yellowstone Financial Services, we take a personal approach to financial planning.

We believe no two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we learn who you are and what you hope to achieve. Then we create a plan that addresses what’s most important to you, while considering your entire financial picture.


We know how overwhelming financial decision-making can feel. That’s why we believe guidance from our experienced CERTIFIED FINANCIAL PLANNER™ professional can help you leave anxiety behind as you make the best choices to fit your lifestyle.

Rob Harsha, MS, CFP&#174;<br/>

Rob Harsha, MS, CFP®

Financial Planner       

A devoted family man, Rob has been married to his wife, Traci for 31 years.  They have two adult children, Hannah and Ben who are establishing careers of their own.  Hannah is a teacher in Billings and Ben is an outdoor enthusiast, leading white-water rafting, and teaching skiing from his home in Fort Collins, CO.  Rob is engaged in a few community groups that he feels strongly about, including numerous church activities volunteering with Yellowstone County CASA.  Although business occasionally takes him outside of Montana, Rob and Traci enjoy living in Billings.

As a member of the Ed Slott Elite Advisors Group, Rob is keeping his skills current.  The Elite Advisor Group is an national association of 2000 advisors, who received ongoing education about complex issues related to retirement income planning, taxes, and estate planning.   In addition, Rob is a Dave Ramsey SmartVestor Pro*.  In this capacity he strives to have the “heart of a teacher” and educate families to take steps to reach their financial goals.

Rob graduated from Sonoma State University in 1994 and earned an MS in personal financial planning in March 2019. He is a CERTIFIED FINANCIAL PLANNER TM  Professional.

Rob's extended family members 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.


*SmartVestor is an advertising program for investment professionals. Advisors pay a fee to belong to SmartVestor. Commonwealth Financial Network is not affiliated with and does not endorse Dave Ramsey and SmartVestor.

Lisa Blohm

Lisa Blohm

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.

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.

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.

Sarah Lipari

Sarah Lipari

Administrative Assistant

Sarah started working with Yellowstone Financial Services at the end of February 2024 as an administrative assistant. She is passionate about working in an honest environment where she can serve and help people.

Sarah has an enthusiasm for mathematics and problem solving. She worked as a tutor through college and will use just about any excuse to run formulas. Sarah has an extensive customer service background, as well as 3 years in the insurance industry. Researching solutions for people’s needs brings her joy.

She enjoys spending her time off with her husband, pets, family, and many hobbies such as gardening, photography, logic puzzles, journaling and more!  

Our Extended Team

Never-Ending Dreams Begin Here

Go ahead, dream beyond the stars. Yellowstone Financial Services will help you see how your goals can be attainable with your financial plan serving as your road map.

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