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Meet The Team

Jeannie Holliday, CFA, CDFA™

Partner, IFS | Senior Financial Advisor, RJFS

Jodi Perez, CFP®, CEPA

Partner, IFS | Senior Financial Advisor, RJFS

Branden Sears, CFP, AAMS®

Financial Advisor RJFS, Portfolio Technician

Kelly Bowe

Vice President, IFS Branch Manager, RJFS

Pebbles Santana

Client Services Associate

Eric Miller, CEPA

Service Advisor, Project Manager

Alexander Ezra

Associate Advisor

Rachel Poe

Paraplanner

Tammi Shirar-Friskney

Paraplanner, Communications Specialist

Taylor Kelly

Marketing Coordinator, Adminstrative Assistant

Martha Kirkpatrick

Human Resources Manager