Jeannie Holliday and Jodi Perez were named as Top Best-in-State Women Wealth Advisors by Forbes
Why work with an aams®?
Branden Sears, AAMS®, CFP®
Portfolio Technician
IFS Financial Advisor, RJFS
Learn more about
the importance of having an
Accredited Asset Management Specialist℠
on your team.
What is an AAMS®?
This professional designation is awarded by the College of Financial Planning to professionals in the finance industry who have completed an intensive program dedicated to providing the fundamentals of asset management and investments.
Why is it important?
Working with an advisor who possesses this designation is incredibly valuable, as it enables the ability to identify opportunities within investments, asset management and various financial issues to better help you reach your financial goals.
How can working with an AAMS® help me?
At IFS, we have advisors of all backgrounds and designations (including AAMS®), allowing us to serve a diverse range of clients and help offer a comprehensive approach for each unique situation.
