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Robby H

CFP®, Series 63, Series 65

Sheridan, WY

Harfst and Associates, Inc.

Robby Harfst is a CFP® with over 20 years of experience in financial advising. He has been with Harfst and Associates, Inc. since 2007 and has maintained his own advisory practice since 2003. Outside of advising, he operates a purebred cattle business and holds licenses to sell various types of insurance. Harfst and Associates serves individuals, families, small businesses, and institutional clients, managing approximately $722 million across about 335 client relationships. The firm provides discretionary portfolio management, pension consulting, and modular financial planning, utilizing a blend of global macro analysis and tactical allocations.

Wealth management General retirement planning General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michelle S

Series 65

Sheridan, WY

Harfst and Associates, Inc.

Michelle Stallsworth is a financial advisor at Harfst and Associates, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at Harfst and Associates since 2019. Prior to her advisory career, she spent 15 years at Oldcastle Precast. Harfst and Associates serves individuals, families, small businesses, and institutional clients, providing wealth management, pension consulting, and modular financial planning. The firm manages approximately $722 million across about 335 client relationships with a four-advisor team, employing a discretionary portfolio management approach that combines global macro analysis with tactical allocations.

Wealth management General retirement planning General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Danette H

Series 65

Sheridan, WY

Harfst and Associates, Inc.

Danette Harfst is a Series 65-registered financial advisor at Harfst and Associates, Inc. in Sheridan, Wyoming, with 14 years of industry experience. She has been with Harfst and Associates since 2010. Harfst and Associates serves individuals, families, small businesses, and institutional clients, providing wealth management, pension consulting, and modular financial planning. The firm manages approximately $722 million across about 335 client relationships, utilizing a blend of top-down global macro analysis and tactical allocations with discretionary portfolio management tailored to client objectives.

Wealth management General retirement planning General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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