IFS is large enough to have more than 160 years of combined experience, yet is small enough to give our clients the individual attention and service they deserve.
Our experienced staff holds numerous designations and accreditations including:
|Jeannie Holliday||CFA, (Chartered Financial Analyst) CDFA™ (Chartered Divorce Financial Analyst)MBA|
|Jodi Perez||CFP® (CERTIFIED FINANCIAL PLANNER™)|
|Jane Sandstrom||CFP® (CERTIFIED FINANCIAL PLANNER™) Masters’ Degree in Financial Planning|
We offer quality financial planning, investments and insurance services from highly reputable companies, and provide you with support and client services.
Community involvement is part of our business philosophy. We’re proud to support PACE Center for Girls, Charity Chics, Dollars for Scholars and Dress for Success.
Our team networks with other local professionals like ourselves who want to offer excellent, long-term working relationships with clients. Jeannie Holliday is a member of the Collaborative Divorce Institute of Tampa Bay, which enables her to pull together a team of professionals to work with on a Collaborative Divorce.
Raymond James is not affiliated with the above listed charitable organizations.