Meet The Team
Jeannie Holliday, CFA, CDFA®
Named on the 2022 Forbes|Shook Top Women Wealth Advisors Best-in-State List
Partner, IFS
Senior Financial Advisor, RJFS
Jodi Perez, CFA, CDFA®
Named as 2023 Top Best-in-State Women
Wealth Advisors by Forbes
Partner, IFS
Senior Financial Advisor, RJFS
Alexander Ezra, CFP®
Financial Advisor, RJFS
Branden Sears, AAMS®, CFP®
Portfolio Technician, IFS
Financial Advisor, RJFS
Kelly Bowe
Vice President, IFS
Branch Manager, RJFS
Pebbles Santana
Client Services Associate
Eric Miller, CEPA
Project Manager, IFS
Financial Planning Assistant, RJFS
Rachel Peeler
Financial Planning Assistant, RJFS
Laura Warneke
Financial Planning Assistant, RJFS
Tammi Shirar-Friskney
Marketing Coordinator, IFS
Registered Branch Associate, RJFS
Martha Kirkpatrick
Human Resources Manager, IFS
Branch Associate, RJFS