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Meet The Team

Jeannie-Holliday-bio

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-Bio

Jodi Perez, CEPA, CFP® 

Partner, IFS
Senior Financial Advisor, RJFS

Alexander-Ezra-Bio

Alexander Ezra, CFP®

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

Pebbles-Santana-Bio

Pebbles Santana

Client Services Associate

Eric-Miller-Bio

Eric Miller, CEPA

Project Manager, IFS
Financial Planning Assistant, RJFS

Rachel-Peeler-Bio

Rachel Peeler

Financial Planning Assistant, RJFS

Taylor-Campbell-Bio

Laura Warneke

Financial Planning Assistant, RJFS

Taylor-Campbell-Bio

Taylor Campbell

Marketing Coordinator, IFS
Client Service Associate, RJFS

Tammi -hirar-Friskney-Bio

Tammi Shirar-Friskney

Marketing Coordinator, IFS
Registered Branch Associate, RJFS

Martha-Kirkpatrick-Bio

Martha Kirkpatrick

Human Resources Manager, IFS
Branch Associate, RJFS