Jodi Perez, CFA, CDFA®
Partner, IFS
Senior Financial Advisor, RJFS
Eric Miller, CEPA
Project Manager, IFS
Financial Professional, RJFS
Learn more about
the importance of having a
Certified Exit Planning Advisor
on your team.
Jodi Perez, CFA, CDFA®
Partner, IFS
Senior Financial Advisor, RJFS
Eric Miller, CEPA
Project Manager, IFS
Financial Professional, RJFS
Learn more about
the importance of having a
Certified Exit Planning Advisor
on your team.