Jodi Perez, CFP®, CEPA®
President & CEO, IFS
Wealth Manager, RJFS
Named on the 2025 Forbes Shook Top
Women Wealth Advisors Best-in-State List
Rachel Peeler, CEPA®
Financial Advisor, RJFS
Learn more about
the importance of having a
Certified Exit Planning Advisor®
on your team.