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2017 Member Spotlight – Jodi Perez

2017 Member Spotlight – Jodi Perez

In this week’s member spotlight, we’re featuring Jodi Perez. 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, Jeannie Holliday! Check out Jodi’s profile below, and then leave a comment below with your favorite tip for saving for retirement or financial planning.

Jodi Perez

What’s your business? Independent Financial Serivces

What do you do in your business? Help people to retire when they want, plan for specific financial milestone and stay on track and focused to attain their financial goals.

How long have you been working in your business? 19 years. Experience in the business and years of dedicated service helping clients is what you get when you choose us as your financial advisor.  We provide full services ranging from investment management, life insurance, retirement income planning, college planning and assistance with estate planning.

Why do you love Charity Chics? Meeting and getting to know amazing women that want to grow their businesses and give back to our community.

What is your favorite way to give back? Giving both time and money.

Why do you think people should be charitable? We need each other to make this community a better place to live, raise our children and teach the next generation about giving.

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

Where can we find you on social media? Facebook

Is there anything you want to add that others might not know? Only the fact that I have the best business partner in the world!  Jeannie Holliday.  Having her as a partner makes helping our clients easier and so much better!  They always can count on someone being available to help them.

How awesome is Jodi?

We think she is pretty awesome! And, we love how much she adores her business partner! We can’t imagine one without the other honestly.  Please check out Jodi’s website and Facebook page.

Thanks for stopping by and reading this member’s spotlight. We look forward to sharing all of the 2017 member spotlights in the coming weeks, so be sure to check back soon for additional posts. 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.

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.

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