Who We Are

It is with great pride that we introduce the people of Independent Financial Services. Our team of dedicated professionals has over 100 years of combined experience and is here to help you, your family members and your friends.

Our Financial Advisors are committed to providing professional financial advice tailored to help you achieve your long-term dreams.

Jeannie Holliday, CFA, CDFA™
Financial Advisor
Co-Owner of Independent Financial Services

Jodi Perez, CFP®
Financial Advisor
Co-Owner of Independent Financial Services

Chris Deptula
Financial Advisor, Insurance Specialist

Hope Hoch
Financial Advisor

Carrie Bell
Insurance Specialist

Martha Kirkpatrick
Operations Manager

Joyce Capaldo
Office Manager

Tammi Shirar-Friskney
Marketing Specialist

The team at Independent Financial Services believes that no financial goal is too large or too small.  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 also for the long-term.  

We maintain a consistent philosophy in that we firmly believe in our clients’ best interests — it’s your dreams and goals that guide us in helping you make them eventual realities. We are committed to providing professional financial advice in creating a roadmap for today and tomorrow.

As our name suggests, we are an “independent” financial planning and investment management firm free from the pressures of selling only a select set of products. We focus on your goals and provide unbiased advisory services and the products to meet them.

Disclaimer -Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent, (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.  Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to sell securities in the following states: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, MD, NC, NJ, NY, OH, SC, TN, TX, VA, WV, WI.

Investment Centers of America, Inc. (ICA), member FINRA, SIPC and a Registered Investment Advisor is not affiliated with First National Bank of Pasco or Independent Financial Services. ICA and Independent Financial Services are separate companies. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are * not insured by the FDIC or any other Federal Government Agency * not a deposit or other obligation of, or guaranteed by any bank or its affiliates * subject to risks including possible loss of principal amount invested.

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