Sunbelt Business Advisors of Minnesota
Lisa Meyer currently serves as a Business Broker at Sunbelt Business Advisors of Minnesota, focusing on facilitating transactions for companies valued under $20 million. Prior to this role, Lisa was a Director at Trust Point, overseeing Retirement Plan Services and managing business development in wealth management and trust services. Previous experience includes positions as an Account Executive and Retirement Planning Consultant at Transamerica Retirement Solutions, as well as roles at Ameriprise Financial Services, where Lisa contributed as a Senior National Sales Consultant and Project Manager. Lisa holds multiple degrees from Creighton University and the University of St. Thomas, including a Bachelor's degree in Business Administration and Finance and an M.B.A. in Financial Services.
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