Broker Check
Lisa Sappenfield Boyer, CFP® Professional

Lisa Sappenfield Boyer, CFP® Professional

Investment Advisor Representative

Education

  • B.S. in Finance, cum laude, Eastern Illinois University, Charleston, Illinois - 1983.
  • Certified Financial Planner designee since 1984
  • FINRA Series 6, 7, 66, and 24
  • Fully Insurance Licensed

Professional Experience:

  • Boyer & Sappenfield Investment Advisors, owner 1983-Present
  • Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.

Areas of Practice:

Retirement Income Planning for accumulation and distribution and other overall Financial Planning needs including college funding, life insurance, and portfolio analysis.

Professional Associations:

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

Community Activities:

  • Past Member, Arcola School Board, Arcola, Illinois
  • Past President, Arcola Chamber of Commerce, Arcola, Illinois
  • Finance Council, lector, Eucharistic minister and member, St. John the Baptist Catholic Church, Arcola, Illinois
  • Past President, Oakland Chamber of Commerce, Oakland, Illinois
  • Past Director, Douglas County American Cancer Society, Tuscola, Illinois
  • Eastern Illinois University Alumni Association

Recognition:  FinancialServices: Women at the Top:   Lisa had the honor of being chosen as one of the 23 highly successful, dynamic women mentioned in this book.