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Meet the Team

Jeannie Holliday, CFA, CDFA™

Named on the 2022 Forbes|Shook Top Women Wealth Advisors Best-in-State List
Partner, IFS | Senior Financial Advisor, RJFS

Jodi Perez, CEPA, CFP® 

Partner, IFS
Senior Financial Advisor, RJFS

Branden Sears, AAMS®, CFP®

Portfolio Technician, IFS 
Financial Advisor, RJFS

Kelly Bowe

Vice President, IFS
Branch Manager, RJFS

Pebbles Santana

Client Services Associate

Eric Miller, CEPA

Project Manager, IFS
Financial Professional, RJFS

Alexander Ezra, CFP®

Financial Advisor, RJFS

Rachel Peeler

Associate Advisor, RJFS

Taylor Campbell

Client Service Associate, RJFS

Tammi Shirar-Friskney

Marketing Coordinator, IFS
Registered Branch Associate, RJFS

Martha Kirkpatrick

Human Resources Manager, IFS
Branch Associate, RJFS

WHAT SETS US APART

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Be part of our highly satisfied clients!