WHY CHOOSE OUR TEAM

The market changes, but our values remain the same.

At Independent Financial Services, our experienced staff hold numerous designations and accreditations. We pride ourselves in serving clients with devoted guidance and individualized service. We are well-versed to handle your financial needs through every phase of life, while providing expertise in the following specialties:

Millennials

Retirees

Woman Investors

Retirement Planning

The team at Independent Financial Services believes that no financial goal is too large. Our philosophy is that no matter what your lifestyle or current situation, you deserve access to a team of experienced investment professionals dedicated to helping you not only for the short-term, but well into your financial future.

We maintain a consistent philosophy in that we firmly believe in our clients’ best interests— it’s your dreams and goals that guide us in helping you. We are committed to providing professional fiancial advice in creating a roadmap for today and tomorrow.

As our name suggests, we are an “independent” office free from the the pressures of selling only a select set of products. We focus on your goals and provide unbiased advice and the products to help meet them.

Staff Certifications Include:

Jeannie Holliday

CFA (Chartered Financial Analyst), CDFA™ (Chartered Divorce Financial Analyst), MBA, Series 7, 24, 63, 65 as well as Florida Life, Health & Variable Annuity insurance licenses.  Earned BA and MBA from the University of South Florida with a concentration in Finance.

Jodi Perez

CFP® (Certified Financial Planner™), Series 7, 24, 63, 65 as well as Florida Life, Health & Variable Annuity insurance licenses. Earned BA in Marketing from the University of South Florida.

Branden Sears

AAMS® (Accredited Asset Management Specialist), Series 7, 66 as well as Florida Life, Health and Variable Annuity insurance licenses.  Earned BA in Business Management from Stetson University.

Kelly Bowe

MBA, Series 7, 24 & 66 licenses.  Earned MBA from St. Leo University with 14+ years of experience in the Financial industry.

Eric Miller

CAPM® (Certified Associate in Project Management), Series 7 & 66 licenses.  Attended Wake Forest University, receiving a BA in Finance.

Tammi Shirar-Friskney

MBA, Series 7 & 24 licenses.  Earned Finance degree from the University of Florida, as well as an MBA Marketing/Management from the University of South Florida.