Meet the Team
Josh Harmon is the quintessential life of the party. Always happy to see you, million-watt smile, just wants everyone to have a great time. You would never know that underneath his happy-go-lucky exterior is a secret, super nerd who actually likes learning about tax codes. Gross. Luckily for Josh, his wife Michelle and kids Jack and Grace love him anyway.
At Harmon Smith Financial Group, Josh is the Bossman. The Fearless Leader of this dynamic group of hardworking know-it-alls. As a young finance enthusiast, Josh began working at Northwestern Mutual on the recommendation of a family friend. He took Josh out to lunch and ordered a bottle of wine. It doesn’t take much to impress Josh. This friend's sage advice resonated with him, “it’s not all about the Benjamins baby.” Or something like that. The point is, Josh was looking for something more, something that married his altruistic nature with his weird finance obsession. And it dropped right into his lap. Annoying right? Read on, it gets worse.
In the early years of his career, Josh worked his tail off, building a business that valued team culture and trained young advisors to have emotional intelligence along with their analytical skills. For Josh, the boring finance stuff is a small piece of the pie. What really matters are the long-term relationships created with clients. When you transition from working to retirement, Josh will be there to walk you across the finish line AND handle all the pesky details so you can celebrate a job well done.
Randy Smith is never going to retire. Do you hear that, rest of the team? Never. And why would he? After almost 40 years in the financial industry he still loves his job. Randy watched his own father's transformation going from a retail career to a finance career. Suddenly, Dad was happier, he was around more, and what stuck out most to Randy, Dad developed life-long friendships with his clients. After a very brief sojourn into pre-med, Randy pursued an Accounting degree at Boise State University and did an internship with Northwestern Mutual. He has been with the company ever since. And that was in 1885. Or was it 1985…
At Harmon Smith Financial Group, Randy is the SMITH so he’s basically the boss. Which is great for Randy because he has no other employable skills. Unless you count being awesome. Randy has mastered the art of taking all that financial lingo and making it digestible for his clients. He has also figured out that fine line of being approachable AND confident so as a client you feel like “YES. This is the guy I want handling all my money, and also maybe a disk golf buddy.”
Randy most enjoys the moment he gains a clients trust and knows he has made a life-long friend.
When he’s not at work you can find Randy participating in road rally’s with his wife Traci and going to Grateful Dead stuff. Your old financial advisor will never be this cool.
Travis Stokes has done it all. He joined Northwestern Mutual as an intern after completing his education at Boise State University. Over the last two decades Travis has held a number of positions with the company. You can ask him anything. Travis will have a well-thought out, color-coded answer for you - set to music or performed via interpretive dance - your choice.
At Harmon Smith Financial Group, Travis is a financial advisor and field director. He has seen all the wrong moves when it comes to personal finance decisions. But don’t worry, he’s not judgey. He has found there are generally three reasons people fail financially. First, people are just too busy to take the time to create a financial vision. Probably because it sounds really boring. Secondly, a vision is just a mirage without a plan. 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. Call Travis.
Originally from Orem, Utah, Travis and his darling family upgraded to Idaho. He splits his time between bustling Boise and magical McCall. All that serenity makes for a very clear-headed person. Travis can get you going down the right path with your finances AND make it feel a walk in the park.
Robert Shannon knows where he is going in life. Except for that one time, as a kid, he rode his bike into a parked bus and knocked himself out. Brutal. As a man of extremes, Robert doesn’t just run, he runs 100 mile races. And he and his wife don’t just have kids. They have five. But don’t start questioning his sanity yet..we’ve got more to cover.
At Harmon Smith Financial Group, Robert is a very dedicated financial advisor. He has genuinely been interested in this stuff since high school (See? Told you there would be more questionable behavior). Allegedly, Robert graduated from Southern Oregon University in Business. He has approached his work life with the familiar tenacity he approaches everything else...as a marathon, not a sprint. It’s that mentality that makes Robert so valuable to his clients. He is here for the long-haul and he loves a challenge.
At 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. And with Robert you won’t have to worry about it. He has your goals in mind, a solid plan to meet them and probably a playlist too. Robert can literally run circles around your old financial advisor.
Nicole Cantrill is an expert negotiator. With two young boys and feisty girl dog, Nicole, and her adoring partner Matt, have mastered the art of navigating life with as few meltdowns as possible. While at the University of Colorado, Nicole honed her super nerd skills (budgeting and planning) and has been putting them to good use in the finance industry ever since.
At Harmon Smith Financial Group, Nicole manages the planning and investment department. Her laser-like focus helps clients (and her coworkers too because let’s be honest) set realistic goals for their financial future. She’ll give it to you straight - every time. She’s like the Russian judge at the Olympics, but cuter.
Nicole’s passion is telling people what to do, especially those young professionals. Helping them sift through the noise and mess of life to create a manageable path to their financial goals fills her with all the warm fuzzy feelings.
Nick Brown is here to win. You know how every kid either wants to be a professional athlete or a magical unicorn when they grow up? Nick became both. 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. See? Magical Unicorn. 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.
At Harmon Smith Financial Group, Nick is a Financial Planning Specialist. He works directly with clients to help them achieve their financial goals. He measures his success by his clients success and overall happiness. Truly. That’s not just jargon getting tossed around like pizza dough.
Never one to shy away from a challenge, Nick relishes the continuing education opportunities available in the industry. He believes the more he learns, the more valuable he is to clients. No matter the task, Nick is on it. Full of tenacity, Wyoming grit and an oddly charming fashion sense (probably because of that whole golf pro thing).
Your Support Team
Leslie Hughes is the ultimate team player. Whether it’s volleyball, tennis, or pickleball she’s in it to win it, for the team of course. Hailing from Odessa, Washington, Leslie is a legend in her own right. A volleyball star, high school hall of famer, AND state champion. And that’s just what she accomplished AS A HIGH SCHOOL KID. But wait! There’s more!
At Harmon Smith Financial Group, Leslie works in the Insurance Services side of the house. Such a perfect fit for her agile, multitasking, sports hero mind. No matter what is thrown her way she can handle it (or maybe even smash it!). There is no client Leslie can’t connect with. Whether it’s your insurance needs or touch up on your pickleball skills, Leslie has got your back. Turns out coaching athletes and helping adults with financial decisions requires the same skill set. Who knew? Leslie. That’s who.
Leslie’s passion for creating a stronger community shines in everything she does. Whether it’s coaching young women on the volleyball court or supporting clients through complex decisions she’s up for the task. You better be too...or she might make you run extra laps.
Jessica Abbott is your dream friend. If you need some solid advice or a dose of perspective, Jessica is here to serve. And when you need some tough love, she can dish that out too but with a side of genuine compassion. Born on the East Coast and raised in Forks, Washington, Jessica is one outdoorsy person, rain or shine. And she knows real rain and gloomy days so no complaining when it’s partly cloudy, ok?
At Harmon Smith Financial Group, Jessica is the Director of Investment Operations. After nearly 20 years in the financial industry, Jessica has seen it all and has mastered the art of managing the unexpected delicate situations. Jessica is often the person helping a client’s family through their hardest moments. She’s a big-hearted nurturer who relieves burdens and takes some of the worries away so you can focus on your family.
No matter what comes your way, you are in good hands with Jessica. In fact, she is so well known as the best caretaker around that her back porch is often crowded with ducks and squirrels joistingly for their next meal from Jessica’s hand. She’s like the Snow White of Boise. But less disturbing. She doesn’t live with seven single men...just want to make that clear.
Daphne Decoteau has the best name ever. And also the most spontaneous, inquisitive nature.
From a very young age, Daphne has been a water lover. As a child she was enchanted by Jacques Cousteau’s adventures at sea. And as she grew, so did her recreation skills. Whether snow skiing, water skiing, kayaking, or swimming - Daphne slays. Pro Tip: Always pick Daphne for any office or group contest. You won’t regret it.
At Harmon Smith Financial Group, Daphne provides client services support for the whole team. No small task with this group of overachievers. After years of creating detailed 360 marketing plans for various corporate entities, Daphne retired and moved to paradise (or Boise as some people call it). But, like a fish out of water, Daphne needed to get back into the pond. Retirement was a bit too...tired for her.
Throughout her life this theme of adventure and water has taken her on some wild rides. And it’s given her a ton of perspective in life. Daphne knows what works, and what doesn’t. Just stand back and let this marketing genius do her thing. This is not her first rodeo.
Liz Fields is a Renaissance woman of the highest order. How many people do you know who can publish novels, act, produce television, twirl a baton, AND speak four languages? Hailing from Los Alamos, California, Liz’s path to greatness started in California at Allan Hancock College and continued at the University of London studying Shakespeare and British Literature.
At Harmon Smith Financial Group, Liz is the Director of Operations and Human Resources. Which is probably where she finds inspiration for her horror novels. Just kidding. Everything is on the up and up at Harmon Smith because NO ONE wants to disappoint Liz. She’s the person you always want on your side. Clever and resourceful, she’s like the sole survivor in every horror film...the one person who says, “yeah...I’m not going back into that house.”
Liz loves exceeding client expectations. She wants a client to walk out in a better place than when they walked in. Her logistical mind digs the details and her side-eye keeps this team a well-oiled machine.
Hannah Gardoski has got the world at her fingertips. Originally from that sweet peach of a state Georgia, Hannah attended Richmond International University in London, pursuing a degree in journalism. Hannah is now finishing her degree in media arts and environmental journalism at Boise State University.
At Harmon Smith Financial Group, Hannah has the difficult job of herding all the cats. She manages the advisors calendars and schedules client meetings. Hannah knows how to keep it cool though. Once on a trip to Scotland, her bag got caught in the train door, ripped open and all her things spilled onto the platform...right in front of a rowdy group celebrating a bachelor party. You can bet your bottom dollar that Hannah kept it cool, even though she felt a wee bit ragey on the inside.
Hannah understands all this finance lingo borders between intimidating and mind-numbingly boring so she loves helping clients feel more confident about it all. So don’t screen that call from Northwestern Mutual...it’s probably Hannah trying to help you get your act together.
Tonya Herb lives fast. Try to keep up. As a kid, she “borrowed” her grandfather’s motorcycle and “Evel Knieveled” it off a cattle shoot with her cousin. Growing up in Kuna, Idaho gave free-spirited Tonya a lot of room to, shall we say, test the limits of legal behavior in motor vehicles.
At Harmon Smith Financial Group, Tonya manages Business Strategy and Management. After the downturn in 2008, Tonya left the real estate business to try something less soul crushing. Which worked out great for everyone because she has got more strategic moves than all of the Mission Impossible movies combined. Every conversation, every interaction gets cataloged into her vault-like brain to use later as knowledge to grow the team to the next level.
Tonya’s dream job is to be a mascot and it seems she has gotten pretty close. She brings energy to the team and defines the unique approach Harmon Smith has toward client relations. She’s the master of making people feel special. When not at work Tonya’s hanging out with her five golden kids, two turtle dogs, and an adoring husband in a pear tree.