Lisa Stordahl

Lisa Stordahl

Client Service Associate

Lisa Stordahl is our Client Service Associate.  Lisa began her career in the financial services industry in 2002, and has extensive client service experience.  Lisa brings with her a tremendous knowledge of the back-office systems we use to provide services to our clients, which is a great asset to our office.  Her role is to provide administrative support, outstanding customer service, and attention to detail in all client matters.

Together, our team has nearly 60 years of experience helping clients build and maintain their wealth.

Phone 608-782-3591