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Meet The Team

Jeannie Holliday, CFA, CDFA™

Partner, IFS | Senior Financial Advisor, RJFS

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Jodi Perez, CFP®, CEPA

Partner, IFS | Senior Financial Advisor, RJFS

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Branden Sears, CFP, AAMS®

Financial Advisor RJFS, Portfolio Technician

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Kelly Bowe

Vice President, IFS Branch Manager, RJFS

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Pebbles Santana

Client Services Associate

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Eric Miller, CEPA

Service Advisor, Project Manager

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Alexander Ezra

Associate Advisor

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Rachel Poe

Paraplanner

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Tammi Shirar-Friskney

Paraplanner, Communications Specialist

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Taylor Kelly

Marketing Coordinator, Adminstrative Assistant

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Martha Kirkpatrick

Human Resources Manager

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