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

Rob Harsha, MS, CFP®

Financial Planner

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 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.

Although his business stretches across multiple states, Rob and Traci enjoy living in Billings, Montana. They are both active in a local church.

Lisa Blohm<br/>

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.

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.

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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