Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

}

Monday – Thursday: 9:00AM – 5:00PM | Friday 9:00AM – 4:00PM Eastern

CALL US: (813) 908-2701

BOOK AN APPOINTMENT

Book An Appointment

Call: (813) 908-201

Meet The Team

Jeannie-Holliday-bio

Jeannie Holliday, CFA®, CDFA®

Named as 2024 Top Best-in-State Women
Wealth Advisors by Forbes
Partner, IFS
Senior Financial Advisor, RJFS

View Bio
Jodi-Perez-Bio

Jodi Perez, CFP®, CEPA®

Named as 2024 Top Best-in-State Women
Wealth Advisors by Forbes
Partner, IFS
Senior Financial Advisor, RJFS

View Bio
Alexander-Ezra-Bio

Alexander Ezra, CFP®, CKA®

Financial Advisor, RJFS

View Bio
Branden-Sears-Bio

Branden Sears, AAMS®, CFP®

Portfolio Technician, IFS
Financial Advisor, RJFS

View Bio
Kelly-Bowe-Bio

Kelly Bowe

Vice President, IFS
Branch Manager, RJFS

View Bio
Kelly-Bowe-Bio

Joanna Duff

Client Service Associate, IFS

View Bio
Rachel-Peeler-Bio

Rachel Peeler, CEPA®

Associate Advisor, RJFS

View Bio
Taylor-Campbell-Bio

Laura Warneke

Associate Advisor, RJFS

View Bio
Tammi -hirar-Friskney-Bio

Tammi Shirar-Friskney

Marketing Coordinator, IFS
Registered Branch Associate, RJFS

View Bio
martha2

Martha Kirkpatrick

Human Resources Manager, IFS
Branch Associate, RJFS

View Bio