![]() Whether snow skiing, water skiing, kayaking, or swimming - Daphne slays. And as she grew, so did her recreation skills. As a child she was enchanted by Jacques Cousteau’s adventures at sea. And also the most spontaneous, inquisitive nature.įrom a very young age, Daphne has been a water lover. Don’t you wish everyone was this awesome?ĭaphne Decoteau has the best name ever. Eventually, Rich would like to use his financial knowledge to educate underserved communities on wise financial choices and build multi-generational wealth for their families, just like he is building for his. No matter where you have been or where you are going, he is ready to meet you where you are. Rich is one of the most genuine and empathetic people you will ever meet. His innate sense of compassion fueled by his studies in sociology helps Rich guide his clients to the heart of their financial goals. That sounds cool, but what does that actually mean? Like that DNA test you got for Christmas, Rich helps prepare strategies to create a comprehensive financial plan specific just to you. GENIUS.Īt Harmon Smith Financial Group, Rich is an associate financial representative. In second grade, Rich packed up his comic books and at recess he let his friends read them, for the bargain price of $.25 per book. As a kid, he was an early pioneer of understanding financial growth and valuing your assets. Born and raised in Los Angeles, Rich and his family are growing deep roots in Idaho. Underneath that warm exterior is a big-brained, deep thinking dude. Full of tenacity, Wyoming grit and an oddly charming fashion sense (probably because of that whole golf pro thing). He believes the more he learns, the more valuable he is to clients. Never one to shy away from a challenge, Nick relishes the continuing education opportunities available in the industry. That’s not just jargon getting tossed around like pizza dough. He measures his success by his clients success and overall happiness. He works directly with clients to help them achieve their financial goals. But really, this guy from Cody, Wyoming is headed straight to the top so you probably want to hitch your wagon to him now, before he gets famous.Īt Harmon Smith Financial Group, Nick is a Financial Planning Specialist. Not only did he become a professional golfer after completing his education at New Mexico State University, but he’s also a well-rounded, kind, thoughtful person. ![]() You know how every kid either wants to be a professional athlete or a magical unicorn when they grow up? Nick became both. Robert can literally run circles around your old financial advisor. He has your goals in mind, a solid plan to meet them and probably a playlist too. And with Robert you won’t have to worry about it. He is here for the long-haul and he loves a challenge.Īt the end of the day, it all comes down to one question - will your money outlive you or will you outlive your money? You don’t want to be left wondering what side of that question you land on. It’s that mentality that makes Robert so valuable to his clients. He has approached his work life with the familiar tenacity he approaches everything else.as a marathon, not a sprint. Allegedly, Robert graduated from Southern Oregon University in Business. He has genuinely been interested in this stuff since high school (See? Told you there would be more questionable behavior). But don’t start questioning his sanity yet.we’ve got more to cover.Īt Harmon Smith Financial Group, Robert is a very dedicated financial advisor. And he and his wife don’t just have kids. As a man of extremes, Robert doesn’t just run, he runs 100 mile races. Except for that one time, as a kid, he rode his bike into a parked bus and knocked himself out. Robert Shannon knows where he is going in life. Travis can get you going down the right path with your finances AND make it feel a walk in the park. All that serenity makes for a very clear-headed person. He splits his time between bustling Boise and magical McCall. Originally from Orem, Utah, Travis and his darling family upgraded to Idaho. And third, once you have a plan, then what? Do you take the time to learn all the ins and outs of a complex financial world? Yeah.no. Secondly, a vision is just a mirage without a plan. Probably because it sounds really boring. First, people are just too busy to take the time to create a financial vision. He has found there are generally three reasons people fail financially. He has seen all the wrong moves when it comes to personal finance decisions. Travis will have a well-thought out, color-coded answer for you - set to music or performed via interpretive dance - your choice.Īt Harmon Smith Financial Group, Travis is a financial advisor and field director. Over the last two decades Travis has held a number of positions with the company. He joined Northwestern Mutual as an intern after completing his education at Boise State University.
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