Jodi Perez, CFP, CEPA & Jeannie Holliday, CFA, CDFA

Chapter Directors of Charity Chics, Independent Financial Services | Founders

The team at Independent Financial Services believes that no financial goal is too large. Our philosophy is that no matter what your lifestyle or current situation, you deserve access to a team of experienced investment professionals dedicated to helping you not only for the short-term, but well into your financial future. We are committed to providing professional financial advice in creating a roadmap for today and tomorrow.