Lisa Sappenfield Boyer, CFP® Professional

Education

• B.S. in Finance, cum laude, Eastern Illinois University, Charleston, Illinois - 1983.
• Certified Financial Planner designee since 1988
• 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.