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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.

 

Education B.S. in Finance, cum laude, Eastern Illinois University, Charleston, Illinois - 1983. FINRA Series 6, 7, 66, and 24. Fully Insurance Licensed. Certified Financial Planner designee since 1984, Click on Lisa's name to learn more.

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Daniel G. Sappenfield, CFP® Professional

Investment Advisor Representative

217-832-3033

217-832-2047

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 Bennett

Investment Advisor Representative

217-268-3216

217-268-3257

John joined our team in August of 2012. John is well versed with the movement towards e-delivery of statements and online account access. 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

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

ROFESSIONAL EXPERIENCE: Boyer & Sappenfield Investment Advisors, 2018 - Present Elissa's duties as a member of the Boyer and Sappenfield team include: Data entry, filling out forms, preparation of and assistance with financial plan...

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