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