Lisa Skordahl

Lisa Skordahl

Financial Advisor

As an Independent Financial Advisor, I am dedicated to helping singles and families build a financial future based on a solid foundation. That foundation begins with me first understanding your current family needs and your future financial goals and dreams. Together, we will work to create a custom plan specifically designed with you in mind. That includes education about the proposed investments, so that you are able to gain a clear understanding before making any decisions.

In addition to the Series 7: General Securities Representative, Series 63: General Securities Agent State Law, Resident Insurance Producer – Life, Variable Life & Variable Annuities: Minnesota, I hold a B.S. Degree in Accounting, as well as Dave Ramsey Counselor Certification.

I am passionate about helping people both in the workplace and in the community in whatever way I can offer. You may have attended one of my debt workshops in the past! I live in Coon Rapids with my spouse of 30 years, 2 daughters and a mischievous cat. We enjoy camping, home projects, and traveling anytime we get the chance.   

Phone 612-750-6887
Fax 612-395-5230