Meet The Team
Jodi Perez, CFP®, CEPA®
Named as 2025 Top Best-in-State Women
Wealth Advisors by Forbes
President & CEO, IFS
Wealth Manager, RJFS
Jeannie Holliday, CFA®, CDFA®
Wealth Manager, RJFS
Alexander Ezra, CFP®, CKA®
Financial Advisor, RJFS
Branden Sears, AAMS®, CFP®
Portfolio Technician, IFS
Financial Advisor, RJFS
Kelly Bowe
Vice President, IFS
Branch Manager, RJFS
Joanna Duff
Client Service Associate, IFS
Rachel Peeler, CEPA®
Financial Advisor, RJFS
Laura Warneke, CDFA®
Financial Advisor, RJFS
Brianna Torres
Administrative Assistant, IFS
Marketing Coordinator, IFS
Martha Kirkpatrick
Human Resources Manager, IFS
Branch Associate, RJFS