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What many people don’t expect — I'm human too. We’ve all made our fair share of mistakes in this world; many of these mistakes helped us become the competent people we are today. Without these lessons, I would be left referencing textbook material and subjective news commentary, and that’s no way to serve clients.

My hope for every one of my clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.

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John B. Bennett, CFP® Professional Photo John B. Bennett, CFP® Professional Hover Photo
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John B. Bennett, CFP® Professional

Investment Advisor Representative

john@boyersappenfield.com


John joined Boyer and Sappenfield Investment Advisors in 2012.

He holds FINRA Securities Licenses: 7 and 66, as well as State Life, Health, and Variable Insurance Licenses. John earned the CERTIFIED FINANCIAL PLANNER™ professional designation from the Certified Financial Planner Board of Standards Inc in April of 2019 . 

In 2016, Boyer and Sappenfield Investment Advisors changed broker dealers to Cambridge Investment Research to better serve customers. Cambridge Investment Research offers a broad range of choices, which allows John to find the solution that is believed to be the best for each individual client's situation.

A lifelong Illinois resident, John is a proud alumnus of Lake Land Community College in Mattoon and Eastern Illinois University in Charleston. He majored in finance and graduated early after earning his Bachelor’s of Science degree in 2010. Knowing student loan debt is a burden for many, John worked hard to complete his degree requirements quickly and graduate with as little debt as possible. With careful budgeting and planning, he was able to completely pay off his student loans within one year of graduation.

John and his wife currently reside in Tuscola with their daughter. He purchased his home in 2014 with a conventional home loan and 20% down payment. While he does not advocate for the use debt on all things, he believes in having a financial plan in place before entering into a debt obligation. The benefits of homeownership outweighed the risk in his case, and they’ve enjoyed working on their home and life together.

In his free time, John enjoys woodworking and making personalized gifts for his family and friends.

Check the background of your financial professional on FINRA's BrokerCheck.



Cole O'Rourke, FPQP® Photo Cole O'Rourke, FPQP® Hover Photo
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Cole O'Rourke, FPQP®

Financial Assistant

Cole O’Rourke joined the team in October of 2021. Cole has a background in marketing and has quickly gained knowledge in our industry, earning the Financial Paraplanner Qualified Professional designation, allowing him to better assist.


PROFESSIONAL EXPERIENCE:

  • Boyer & Sappenfield Investment Advisors, October 2021- Present

Cole's duties as a member of the Boyer and Sappenfield team include: Data entry, filling out forms, preparation of and assistance with financial plan documents, telecommunication, servicing client accounts by tracking transactions and servicing accounts with confidentiality, and marketing.  

In September 2022, Cole attained the Financial Paraplanner Qualified Professional designation. 

PERSONAL: 


Cole graduated from Arcola High School, and attended Parkland Community College in Champaign, Illinois as well as Eastern Illinois University in Charleston, Illinois. Cole graduated with a Bachelor's of Science in Marketing from Eastern Illinois University in Spring 2016. 

Cole currently lives in Tuscola, Illinois with his wife; Hannah and their dog; Ruthie. He enjoys watching sports in his spare time. Sports Teams followed include the Minnesota Vikings, Chicago White Sox, and Chicago Bulls.

And of course, he is also a fan of the Fighting Illini. I-L-L... 

Arcola - Boyer and Sappenfield Investment Advisors Office Photo
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Arcola - Boyer and Sappenfield Investment Advisors Office

Team Office

Office Information

I have been lucky enough to learn and grow in this business as part of the Boyer and Sappenfield Investment Advisor office in Arcola Illinois.

I continue my role in this office daily at 102 E Main Street in Arcola Illinois 61910. 

To learn more about the other members of this wonderful office click the link above to be directed to the page about this office. 

While you will work directly with me on all planning and investment matters, you will likely be contact with other members of this team through out time. 

I have learned in my years in this business you are only as good as the support system that you have, and in my opinion I have a great support system between the administrative staff and the other advisors in the office.