FAIRFIELD, IA – October 5, 2022 — Cambridge congratulates Lisa Sappenfield Boyer on qualifying for the 2022 Women in Insurance and Financial Services (WIFS) Circle of Excellence. Sappenfield Boyer, a CFP® and Investment Advisor Representative at Boyer and Sappenfield Investment Advisors, was recognized as a Diamond Division qualifier ($1,000,000+ annual production) at the WIFS National Conference on September 30 in Phoenix, Arizona.
The Circle of Excellence recognizes WIFS members for achieving significant income levels in the insurance and financial services industry. This recognition is based on annual production for the previous year and is divided into seven tiers: Tanzanite, Diamond, Emerald, Sapphire, Ruby, Pearl, and Topaz.
Sappenfield Boyer, who was one of eight nominees for the WIFS Woman of the Year award, originally joined the association in 1992 and has been a consistent member since 2001. She was a mentee in the WIFS Mentorship Program in 2006 and now offers her support to women getting started in the industry.
Cambridge congratulates 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.
More than 80 years strong, Women in Insurance & Financial Services, headquartered in Albany, NY, 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.
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: email@example.com or 800-777-6080
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.
Inclusion in the WIFS Circle of Excellence is based solely on personal income level.
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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.