Lisa Sappenfield Boyer, CFP® Professional

Helping You Plan Today for Confidence Tomorrow

Lisa Sappenfield Boyer is a seasoned financial professional dedicated to helping individuals and families make financial decisions. With decades of experience, she takes a personalized approach to guide clients through every stage of life—from building wealth to creating retirement income.

How Lisa Helps You

Lisa works closely with clients to simplify financial planning and provide clarity around important life decisions. Her areas of focus include:

• Retirement income planning (accumulation and distribution)
• Comprehensive financial planning
• Business owner Exit Planning

Experience You Can Trust

With over four decades of experience, Lisa brings deep industry knowledge and long-standing client relationships.

• Owner, Boyer & Sappenfield Investment Advisors (since 1983)
• Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.

Education & Credentials

Lisa is highly qualified and committed to maintaining professional excellence:

• Bachelor of Science in Finance, cum laude, Eastern Illinois University
• CERTIFIED FINANCIAL PLANNER™ professional since 1988
• FINRA Series 6, 7, 66, and 24
• Fully licensed in insurance

Professional Involvement

Lisa stays actively engaged in the financial planning community:

• Women in Financial Services (Member)
• East Central Illinois Estate Planning Association (Member)
• Partner, RDM Advisor Network

Community Commitment

Lisa believes in giving back and has served her community in many leadership roles:

• Past President, Arcola Chamber of Commerce
• Past President, Oakland Chamber of Commerce
• Former Member, Arcola School Board
• Active member of St. John the Baptist Catholic Church (Finance Council & ministries)
• Past Director, Douglas County American Cancer Society
• Eastern Illinois University Alumni Association
• Arcola Community Economic Development
• Arcola Community Organization – President
• Parkland College Foundation Board member (Junior College- Champaign, IL)

Recognition

Lisa was selected as one of 23 outstanding women featured in Financial Services: Women at the Top, in recognition of her leadership and success in the industry.

Lisa was awarded the 2015 Leadership Award from Transamerica Financial Advisors, Inc. (Previous Broker-Dealer)

Let’s Connect

Lisa welcomes the opportunity to help you plan for your financial future.