- 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 documents, telecommunication, servicing client accounts by tracking transactions and servicing accounts with confidentiality.
Elissa has taken on many additional responsibilities as her time has progressed with the team. As of 2019, Elissa has grown into the role of Front Office. She uses her bubbly personality to welcome everyone who enters the office as well as being the voice that you will commonly hear when you call into the office.
Elissa came to us after she had played softball for Parkland College in Champaign IL while Lisa was an Assistant Coach for the program. No one knew at that point that Elissa would become an integral part of our team.