Cole O'Rourke, FPQP®
Non Registered Admin
- Boyer & Sappenfield Investment Advisors, October 2021- Present
Cole's duties as a member of the Boyer and Sappenfield team include: Data entry, filling out forms, preparation of and assistance with financial plan documents, telecommunication, servicing client accounts by tracking transactions and servicing accounts with confidentiality, and marketing.
In September 2022, Cole attained the Financial Paraplanner Qualified Professional designation.
Cole graduated from Arcola High School, and attended Parkland Community College in Champaign, Illinois as well as Eastern Illinois University in Charleston, Illinois. Cole graduated with a Bachelor's of Science in Marketing from Eastern Illinois University in Spring 2016.
Cole currently lives in Tuscola, Illinois with his wife; Hannah and their dog; Ruthie. He enjoys watching sports in his spare time. Sports Teams followed include the Minnesota Vikings, Chicago White Sox, and Chicago Bulls.
And of course, he is also a fan of the Fighting Illini. I-L-L...
Get to know Cole at our Arcola, Illinois Branch!