Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

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Tammi Shirar-Friskney

Marketing Coordinator, IFS
Registered Branch Associate, RJFS

Tammi has been with IFS since 2006 and has over 30 years’ experience in the financial services industry. Her areas of expertise include marketing, sales support and client relations. She maintains the IFS website, creates newsletters, ads and other types of client communications. Tammi is a “behind the scenes” team member and often works from home.

Her professional registrations include a Series 7, the General Securities Representative and a Series 24, the General Securities Principal.

In her previous positions, she was awarded Employee of the Month and Year on multiple occasions showing her dedication to her responsibilities and employer. In addition, she created the Top 10 Business Practices for registered representatives while working with a national broker-dealer located in Tampa, FL.

She was born in Tampa, FL, but grew up in Jupiter, FL. Tammi has bachelor’s degree in Finance from the University of Florida as well as an MBA specializing in Marketing/Management from the University of South Florida.

In her spare time, Tammi enjoys playing tennis, reading and scrapbooking. She and her husband have two teenage boys.