Lisa Meyer specializes in facilitating business transactions of small companies valued at under $10M. Although she specializes in building product service and distribution, she works across several industries. Before joining Sunbelt, Lisa was the Director of Retirement Planning Services at Trust Point and served business owners and individuals at Transamerica and Ameriprise. She holds a bachelor’s degree in finance from Creighton University and an MBA from St. Thomas University. She is also a Certified Main Street Business Broker.
Since joining Sunbelt, Lisa has been working with her sister, Sunbelt Business Advisor Peggy DeMuse. Peggy has received many awards over the years, including top broker and Presidents Club award winner.
Lisa has worked with clients in many industries, including building product service and distribution, manufacturing, trades, transportation, hospitality, and information technology.
Awards and recognition:
Lisa earned the 2021 Presidents Club Award and was the Sunbelt Torch award winner. Over the years, she has received many sales awards and is a Certified Main Street Business Broker.
Check out one of Lisa’s recent Google Reviews!
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.