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  • Podcast

Episode 144: Mentoring and a Coaching Mindset

Lisa Sappenfield Boyer of Boyer and Sappenfield Investment Advisors

Lisa Sappenfield Boyer, CFP ® is the owner of Boyer & Sappenfield Investment Advisors. She received a bachelor’s degree in Finance from Eastern Illinois University and holds FINRA Series 6, 7, 66, 24, and insurance licenses. She’s also a member of the Financial Planning Association, Women in Financial Services, East Central Illinois Estate Planning Association, and is a partner of the RDM Advisor Network. Lisa specializes in retirement income planning and other financial planning needs, including college funding, life insurance, and portfolio analysis.

Episode 144: Mentoring and a Coaching Mindset Amy Webber and Lisa Sappenfield Boyer
Episode 144: Mentoring and a Coaching Mindset

Boyer and Sappenfield Investment Advisors has two office locations: Villa Grove and Arcola, Illinois. Financial professionals at Boyer and Sappenfield assist clients with retirement planning, retirement income planning, and have experience with required minimum distributions. Lisa and her team enjoy working with clients whose approach to life – and their finances – reflects their mission statement; helping people who care about their family and others live the life they want to live and become financially independent. https://www.boyersappenfield.com/

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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