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Meet The Team

Jeannie Holliday, CFA, CDFA™

Financial Advisor, Co-Owner of IFS

Jodi Perez, CFP®

Financial Advisor, Co-Owner of IFS

Branden Sears, AAMS®

Financial Advisor, Portfolio Technician

Kelly Bowe

Vice President, IFS Branch Manager, RJFS

Pebbles Santana

Client Services Associate

Eric Miller

Paraplanner, Project Manager

Alexander Ezra

Paraplanner, Branch Associate

Tammi Shirar-Friskney

Paraplanner, Communications Specialist

Taylor Kelly

Marketing Coordinator, Administrative Assistant

Martha Kirkpatrick

Human Resources Manager