Meet The Team

Jodi-Perez-Bio

Jodi Perez, CFP®, CEPA®

Named as 2025 Top Best-in-State Women
Wealth Advisors by Forbes

President & CEO, IFS
Wealth Manager, RJFS

Jeannie-Holliday-bio

Jeannie Holliday, CFA®, CDFA®

Wealth Manager, RJFS

Alexander-Ezra-Bio

Alexander Ezra, CFP®, CKA®

Financial Advisor, RJFS

Branden-Sears-Bio

Branden Sears, AAMS®, CFP®

Portfolio Technician, IFS
Financial Advisor, RJFS

Kelly-Bowe-Bio

Kelly Bowe

Vice President, IFS
Branch Manager, RJFS

Kelly-Bowe-Bio

Joanna Duff

Client Service Associate, IFS

Rachel-Peeler-Bio

Rachel Peeler, CEPA®

Financial Advisor, RJFS

Taylor-Campbell-Bio

Laura Warneke, CDFA®

Financial Advisor, RJFS

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Brianna Torres

Administrative Assistant, IFS
Marketing Coordinator, IFS

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Martha Kirkpatrick

Human Resources Manager, IFS
Branch Associate, RJFS