Lisa has worked with clients in many industries including manufacturing, distribution, trades, transportation, hospitality, and information technology. She 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 many additional designations over the years.
Lisa is very active outside of her career as well. She lives in the Minneapolis area with her four children who keep her busy with school activities. She is an avid runner and golfer and enjoys being out on the lakes of Minnesota and Wisconsin. In the community, she participates in the 100 Women Who Care alliance, Lakeville Lions Club and Feed My Starving Children.