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Boyer & Sappenfield Investment Advisors

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Securities offered through Cambridge Investment Research Inc. a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Boyer and Sappenfield Investment Advisors are not affiliated.
102 E Main St
Arcola, IL 61910
Last Updated: October 18, 2018

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About Boyer & Sappenfield Investment Advisors

Mission Statement: To help people, who care about their family and others, live the life they want to live and become financially independent.
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More About Boyer & Sappenfield Investment Advisors

Boyer and Sappenfield specialize in Retirement Planning, Retirement Income Planning, and are experts in Required Minimum Distributions. 

While no two clients are alike, Lisa & Stan specializes in servicing clients whose approach to life- and their finances - reflects her mission statement. 

We specialize in people who:

  • Care for family, community, and something other than self
  • Are fun/positive people
  • Are looking for a trusting relationship with a financial professional
  • We also offer college funding options, life and Long Term Care Insurance, and all types of IRA's
  • Enjoy the simplicity of having all their assets in one place
  • Value our opinions and our advice
  • Aren't influenced by financial media
  • Are willing to cooperate in a timely manner to correspondence from us and and our staff
  • Are eager to refer us to people who also fit this profile

If working with a local professional who is committed to client service and developing long-term relationships sounds like what you're looking for in a financial advisor, take a step in the right direction and call Lisa & Stan today at 217-268-3216. There is never any charge for an initial consultation. 

When you work with Lisa & Stan Boyer, you've chosen investment professionals who are dedicated to serving Central Illinois. Their qualifications, listed below, speak for themselves.


Lisa Sappenfield Boyer

Education

B.S. in Finance, cum laude, Eastern Illinois University, Charleston, Illinois - 1983.

Professional Experience:

  • Boyer & Sappenfield Investment Advisors, owner 1983-Present
    • FINRA Series 6, 7 ,66, and 24
    • Fully Insured and Licensed
    • Investment Advisor Representative with Cambridge Investment Research Inc.
    • Certified Financial Planner designee since 1984

Areas of Practice:

Specialize in 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

Community Activities:

  • Past member, Arcola School Board, Arcola, Illinois
  • Past President, Arcola Chamber of Commerce, Arcola, Illinois
  • Member, MacMurray College Board of Trustees
  • 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

Stan Boyer

EDUCATION:

  • B.S. in Finance, Minor Liberal Arts from MacMurray College – 2006
  • PROFESSIONAL EXPERIENCE:

    • Boyer & Sappenfield Investment Advisors, Partner 2006 - Present
    • FINRA Series 7, 66
    • Fully Insurance Licensed
    • Investment Advisor Representative with Cambridge Investment Research Inc.

    PROFESSIONAL ASSOCIATIONS:

    • **Member, Financial Services Institute

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