Meet The Team
Jeannie Holliday, CFA®, CDFA®
Named as 2023 Top Best-in-State Women
Wealth Advisors by Forbes
Partner, IFS
Senior Financial Advisor, RJFS
Jodi Perez, CFP®, CEPA®
Named as 2023 Top Best-in-State Women
Wealth Advisors by Forbes
Partner, IFS
Senior Financial Advisor, RJFS
Alexander Ezra, CFP®
Financial Advisor, RJFS
Branden Sears, AAMS®, CFP®
Portfolio Technician, IFS
Financial Advisor, RJFS
Kelly Bowe
Vice President, IFS
Branch Manager, RJFS
Rachel Peeler
Associate Advisor, RJFS
Laura Warneke
Associate Advisor, RJFS
Tammi Shirar-Friskney
Marketing Coordinator, IFS
Registered Branch Associate, RJFS
Martha Kirkpatrick
Human Resources Manager, IFS
Branch Associate, RJFS