In this week’s member spotlight, we’re featuring Jeannie Holliday. Not only is she one half of the co-founders of the North Tampa/Pasco Chapter of Charity Chics, she’s also one half of the co-founders of her company Independent Financial Services – both of which she runs with her partner in business and in philanthropy, Jodi Perez! Check out Jeannie’s profile below, and then leave a comment below with your favorite tip for saving for retirement or financial planning.
What’s your business? Independent Financial Services
What do you do in your business? On my side of the business, I specialize in helping those who are divorced manage their finances, and as a team Jodi and I specialize in helping women-owned businesses.
How long have you been working in your business? We’ve been in the business for 35 years, and we’ve grown a lot. We even recently added a new office in the South Tampa location.
Why do you love Charity Chics? Jodi and I love being able to give back to the community. We know we can do more together than we can individually. We love that through Charity Chics we’re developing lasting relationships, and supporting each other in our businesses. We meet regularly, and have only one member per profession.
What is your favorite way to give back? Giving both time and money.
Why do you think people should be charitable? We have to be in a position to help each other and make people’s lives better.
What is your favorite quote? “Focus and simplicity. Simple can be harder than complex: You have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.” – Steve Jobs
Is there anything you want to add that others might not know? I have been to 12 different schools during the grade school years of K-12. And, I’m going to share another thing folks might not know about my partner Jodi- she has her pilot’s license!
How awesome is Jeannie?
We think she is pretty awesome! Jeannie and Jodi are like two peas in a pod, and they are certainly the dynamic duo of wealth management in our eyes!
Thanks for stopping by and reading this member’s spotlight. Our member spotlights are one of the perks of joining the Charity Chics Founding Chapter. As we give back to the community, we enjoy sharing the news and events our members have going on in their businesses and lives. Be sure to check back soon for additional posts.
Thinking about becoming a Charity Chics Member?
Charity Chics provides a venue for like-minded business woman to come together to build connections for a cause. Our group is a women’s networking organization founded by Lisa K. Ford from Invent Your Image and Karen Gillman from On Point Executive Center that combines fun and philanthropy. Proceeds from each of our member events are donated to local charities. If you are a professional business woman, entrepreneur or a business owner – you could benefit from our networking events. Come and meet other female professionals who are serious about business! Learn more about membership by clicking here.