Lisa Tetrault Sonterre | Investment & Wealth | Grand Forks, ND | U.S. Bancorp Wealth Management

Lisa Tetrault Sonterre

Wealth Management Trust Advisor
U.S. Bank

701.795.6162

Primary office
600 Demers Ave
Grand Forks, ND 58201

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About me

t is my pleasure to serve the financial needs of people in Western Minnesota and Eastern North Dakota areas. I started in the financial services industry in 2001 and later became a Wealth Management Trust Advisor. I hold a Bachelor of Arts degree in communications from the University of North Dakota in Grand Forks, North Dakota.

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time volunteering with the non-profit organization Junior Achievement, and I am also passionate about supporting women and children in the community. In my free time, I enjoy camping, reading and spending time with my family.

Area of focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.