FAIRFIELD, IA – October 24, 2023 — Cambridge congratulates Lisa Sappenfield Boyer, Kelly Hoff, and Lucila Williams on their qualification to the 2023 Women in Insurance and Financial Services (WIFS) Circle of Excellence. Sappenfield Boyer, a CFP® and Investment Advisor Representative at Boyer and Sappenfield Investment Advisors, earned a spot in the Diamond Division ($1,000,000+ annual production) for the second consecutive year, while Hoff, Founder and CEO at Hoff Financial Services, qualified in the Emerald Division ($750,000 - $999,000), and Williams, Founder of LOTUS Financial Partners, was named to the Sapphire Division ($500,000 - $749,000). All three financial professionals were honored at the WIFS National Conference in San Diego, California earlier this month.
The Circle of Excellence recognizes WIFS members for achieving significant income levels in the insurance and financial services industry. The recognition is based on annual production for the previous year and is divided into seven tiers: Tanzanite, Diamond, Emerald, Sapphire, Ruby, Pearl, and Topaz.
Cambridge commends all honorees for their dedication to their clients and commitment to high standards of service. To learn more about the Circle of Excellence tiers and qualification requirements, visit the WIFS website.
About WIFS
More than 80 years strong, Women in Insurance and Financial Services is an association of financial services professionals working together to attract, develop and advance women. The organization champions career opportunities, provides professional development, and represents the interests of women in the profession. Membership is composed of industry leaders, client facing, and allied professionals who benefit from national and local chapter services.
About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. 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 internally controlled independent broker-dealers in the country.
Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080
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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.