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Harfst & Associates

Excellence in Financial Services 

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About Us

Robby Harfst

Robby Harfst, CFP®
Principal
President and Chief Compliance Officer
Toll-Free: 800-866-9219
info@harfstassoc.com

Robby is a principal and serves as President, Chief Compliance Officer, portfolio manager and financial advisor. Robby began his own investment management practice in 1993 operating as a sole proprietorship until 2007 when he formed Harfst and Associates, Inc. Robby grew the firm through four acquisitions of established investment advisory firms. The first acquisition was in 1997 and the most recent was the 2013 acquisition of an institutional asset manager, Cascade Investment Counsel, LLC. Cascade Investment Counsel is now the institutional asset management division of the firm.

Robby has successfully guided and advised clients for over 20 years. He has been recognized by his peers for his commitment to clients, personal service and professional integrity.

Robby is a graduate of Knox College in Galesburg, IL with a BA in Economics. Robby grew up on a grain and livestock farm in central Illinois. He is leader in the Ashland community where he is an active member of the Ashland Rotary Club and he currently serves on the board of directors of the Ashland Family YMCA. Robby enjoys spending time with his two boys, contributing to the Ashland community and spending time on his ranch in the Applegate.


Danette McCann

Danette Harfst
Principal
Chief Operations Officer
info@harfstassoc.com

Danette joined Harfst and Associates in 2010. Danette is a principal of the firm, serves as the Chief Operations Officer and is a Financial Advisor.

Danette has over 25 years of career experience in the non-profit, legal, and investment industries with an emphasis on executive leadership and business management. She brings extensive finance experience from her 10+ years as the Fiscal Administrator for SOASTC (a JCAHO-accredited non-profit residential treatment center) and as the CFO for the Boys & Girls Clubs of the Rogue Valley. Prior to joining Harfst and Associates, Danette was the CEO/Executive Director for the Boys & Girls Clubs. With over 100 staff members and 30 board members, she led the regional Clubs which served over 6,000 children each year in 7 locations throughout Southern Oregon.

She has also volunteered on several other non-profit committees and board of directors. Her commitment to leadership and volunteerism was recognized when she was honored as the 2011 Grants Pass Women of the Year. As a Financial Advisor for our firm, she enjoys working closely with our non-profit clients as she appreciates and understands first-hand their needs surrounding board development, fiscal responsibility and resource development.

Danette was raised on a cattle ranch in California and has lived in the Rogue Valley since 1983. She is the proud parent of Sara and Jon who are students in the Ashland School District. Together they enjoy ranch-life on their property in Jackson County. Danette is also proud to be a member of the Ashland Rotary Club where she serves as the Community Support Foundation's treasurer.

Danette received her Bachelor's Degree from Southern Oregon University in business administration and psychology. She is currently studying for the Certified Financial Planner exam.



Zeph Robertson

Zeph Robertson
Director of Client Services
zeph@harfstassoc.com

Zeph Robertson is the Director of Client Services for Harfst and Associates, Inc. Zeph joined Harfst and Associates, Inc. in November of 2012. Zeph helps to facilitate client requests and processes. Before joining the Harfst team, Zeph was the Sales and Service Manager at the US Bank Ashland Branch.

Zeph was moved to Ashland at the age of 5 and loves the town he grew up in. Zeph is an active member of the Rotary Club of Ashland Lithia Springs and the Ashland Elks Lodge. In his spare time he enjoys hiking, camping and other outdoor activities with his wife and two daughters.

Sarah Vick

Sarah Vick
Client Services Assistant
sarah@harfstassoc.com

Sarah Vick is the Client Services Assistant at Harfst and Associates, Inc. She helps assist clients with requests and processes. Sarah worked in banking for seven years before joining the Harfst and Associates team in January 2015. In her spare time, she enjoys reading and attending local theater.

389 E. Main
Ashland, OR 97520
Phone: 541-488-2634
Fax: 541-488-0599
Toll-Free: 800-866-9219
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