Pursue your dreams with a dedicated guide

Here at Independent Financial Services, we’re a Florida-based team of experienced, credentialed financial professionals committed to serving clients across Tampa, Jacksonville and beyond.

Our goal is simple: to transform your financial dreams into achievable realities. Every plan we create is tailored to your unique goals, providing a clear, actionable roadmap for the future.

With us, you’ll experience a partnership built on precision, transparency and a deeply personal approach, because your dreams deserve more than a plan; they deserve a trusted guide.

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Meet our Financial Team

Jodi Perez
Jodi Perez, CFP®, CEPA®
President & CEO, IFS Wealth Manager, RJFS
Jeannie Holliday
Jeannie Holliday, CFA®, CDFA®
Wealth Manager, RJFS
Alexander Ezra
Alexander Ezra, CFP®, CKA®
Financial Advisor, RJFS
Branden Sears
Branden Sears, AAMS®, CFP®, CIMA®
Portfolio Technician, IFS Financial Advisor, RJFS
Kelly Bowe
Kelly Bowe
Vice President, IFS Branch Manager, RJFS
Joanna Duff
Joanna Duff
Client Service Associate
Rachel Peeler
Rachel Peeler, CEPA®, ABFP
Financial Advisor, RJFS
Laura Warneke
Laura Warneke, CDFA®
Financial Advisor, RJFS
Martha Kirkpatrick
Martha Kirkpatrick
Human Resources Manager, IFS Branch Associate, RJFS
Your dreams deserve a plan.
Jodi Perez, CFP®, CEPA®

Make your dreams the plan

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