Lisa has over twenty-five years of experience in business. She enjoys working with business owners to analyze their needs and provide suggestions on how to generate a steady stream of income in retirement. Lisa has worked in senior management, sales and consulting for private and public organizations.
Since joining Sunbelt, Lisa has been working in partnership with her sister, Sunbelt Business Advisor Peggy DeMuse. Peggy was the 2019 Broker of the Year and has been Sunbelt Business Advisors Broker of the Year or runner-up every year since 2012. Peggy has worked on over 150 transactions in her time at Sunbelt and has expertise in a wide range of industries.
Before joining Sunbelt, Lisa was a Director in Retirement Planning Services at Trust Point, and previously served business owners and individuals at Transamerica Retirement Solutions.
She holds a bachelor’s degree in finance from Creighton University and an MBA from St. Thomas University. She has received several industry specific designations over the years.
Lisa has worked with clients in many industries including manufacturing, distribution, trades, transportation, hospitality, and information technology.
Awards and recognition:
Sales awards, stragic planning recognition, industry specific designations such as Certified Retirement Plan Counselor, Certified Mutual Fund Consultant and a Master’s Degree in Business Administration from St. Thomas University
Lisa enjoys spending time with her four children who keep her busy with sports and school activities. She enjoys running, skiing, golf and being out on the lakes of Minnesota and Wisconsin. In the community, she participates in Lakeville Lions Club and Feed My Starving Children.