I AM INDEPENDENT. I AM LISA SAPPENFIELD BOYER.
My journey is about finding unique paths tailored specifically for each client. I believe in building trusting relationships. I am an active member of Women in Insurance and Financial Services (WIFS) and frequently honored at the annual Circle of Excellence awards. When I’m away from the office, I enjoy coaching softball and spending time with my family.
Who we are: Boyer and Sappenfield Investment Advisors is an independently-owned financial services company with two locations in Illinois – Arcola and Villa Grove. We help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings, or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives. At Boyer and Sappenfield, we believe in using a teamwork approach to add a broader perspective and increased benefits to our clients.
What we do: We assist clients with retirement planning, retirement income planning, and are experienced with minimum distributions. We are committed to client service and developing trusting, long-term relationships with our clients. While no two clients are alike, we enjoy working with those whose approach to life – and their finances – reflects their mission statement. We specialize in creating strategies designed to address each individual’s specific situation.
Why we do it: The mission of the professionals at Boyer and Sappenfield Investment Advisors is to help people, who care about their family and others, live the life they want to live and become financially independent.
Lisa Sappenfield Boyer, CFP®, Owner – Boyer and Sappenfield Investment Advisors, LLC
Lisa Sappenfield Boyer, CFP®, Owner – Boyer and Sappenfield Investment Advisors, LLC. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Boyer and Sappenfield Investment Advisors, LLC are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0118