Broker Check
Drew G. Sappenfield

Drew G. Sappenfield

Investment Advisor Representative

Education

  • B.S. in Finance, from Eastern Illinois University
  • FINRA Series 7
  • Fully Insurance Licensed

 

Professional Experience

  • Boyer Sappenfield Investment Advisors, July 2013- Present

Drew’s duties as a member of Boyer & Sappenfield Team

  • Assisting Dan by utilizing many office management skills that incorporate: data entry; preparation of and assistance with financial documents; telecommunication, marketing, compliance, and advertising procedures.
  • Coordinating and maintaining software on all office computers, administering and managing paperless office procedures.
  • Servicing client’s accounts by annual updates and quality control with confidentiality.