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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We can also help answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Lisa started  Boyer and Sappenfield Investment Advisors in 1983 and has been a guiding example to every team member and others in the industry. Click on Lisa's name to learn more.

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Education Certified Financial Planner designee, January 2000 FINRA Series 6,63, and 65 Fully Insurance Licensed Professional Experience Boyer & Sappenfield Investment Advisors, Owner 1991 Investment Advisory Representative with...

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Stan Boyer

Investment Advisor Representative

217-268-3216

B.S. in Finance, Minor Liberal Arts from MacMurray College – 2006. FINRA Series 7, 66. Fully Insurance Licensed. Click on Stan's name to learn more.

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John B. Bennett, CFP® Professional joined Boyer and Sappenfield Investment Advisors in 2012. Click on John's name to find out more.

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Drew G. Sappenfield

Investment Advisor Representative

217-832-3033

217-832-2047

Education B.S. in Finance, from Eastern Illinois University FINRA Series 7 Fully Insurance Licensed Professional Experience Boyer Sappenfield Investment Advisors, July 2013- Present

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Judy Smith

Non Registered Admin

217-268-3216

217-268-3257

Judy has been a intregral part of the Boyer and Sappenfield Team since joining in the team in February of 2000. Judy continues to provide excellent customer service to each and every client. Click on Judy's name to find out more.

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Elissa Stewart

Non Registered Admin

2172683216

2172683257

Elissa joined the Boyer and Sappenfield Team in January 2018. Elissa provides excellent customer service to each and every client. Click on Elissa's name to find out more.

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Jeslyn Scott

Non Registered Admin

217.268.3216

Jeslyn joined the Boyer and Sappenfield Team in March 2019. Jeslyn provides excellent customer service to each and every client. Click on Jeslyn's name to find out more.

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