ARCOLA -- Lisa Sappenfield Boyer of Boyer and Sappenfield Investment Advisors was recognized by her broker-dealer, Cambridge Investment Research, Inc. (Cambridge), to participate in Cambridge’s Premier Club conference in Marco Island, Fla., Feb. 12-15.
Cambridge independent financial advisers are invited to participate based on their dedication to service excellence while staying true to Cambridge’s core values of integrity, commitment, flexibility, and kindness.
“We were honored to have Lisa Boyer join us at Premier Club 2018,” said President and Chief Executive Officer Amy Webber. “At Cambridge, we are focused on the financial professional with an independent mindset and dedication to best serving the needs of their investing clients. We take pride in continuing to support Cambridge’s independent financial advisors by offering opportunities that expose them to different perspectives that lend to the development of new skills.”
According to a press release, the conference focused on renewing a commitment to excellence in serving clients and an unwavering dedication to independence, bringing together similar advisers in Marco Island for celebration, educational events, and networking opportunities. In addition to celebrating this achievement with industry speakers and information sessions, Premier Club advisers engaged in various networking sessions alongside Cambridge’s senior executives.
“I want to thank my clients for choosing me as their financial professional. I sincerely appreciate their trust in me and their confidence that I will provide them with objective recommendations and advice based on their needs and goals," said Sappenfield
“I appreciate being named to Cambridge’s Premier Club," she continued. "Especially as a reflection of our shared values and dedication to serving clients, and I enjoy the opportunities to share experiences with my peers who are also independent financial professionals.”
Boyer and Sappenfield Investment Advisors has two branches located in Arcola and Villa Grove, and has been providing services since 1983. For more information, contact Sappenfield at 217-268-3216 or at firstname.lastname@example.org.
Cambridge Investment Group, Inc. is a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country.