205.988.0006Meet The Team
At Freedom Financial, your financial success is a team effort. Why do we use a team approach? Because it’s important that we get it right! That means that, depending on what you need at any given time, we will always have the right person to help take care of you.
Our entire team of professionals is devoted to working toward your retirement goals — and helping make your dreams a reality. With our combined wealth of knowledge and experience, we look at your retirement plan from different viewpoints to ensure every opportunity has been explored.
Chartered Retirement Planning CounselorSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Tad Hill, Founder, CEO
and Wealth Advisor
Tad, RFC, CRPC® is a published author, radio and television host, industry trainer, speaker, and philanthropist. Tad has been helping retirees work towards their financial and retirement goals for many years. He is legally bound to upholding the highest level of standards when providing investment advice to clients. Tad’s responsibility is to help design, implement, and monitor your individual plan. In addition to his passion for helping others, Tad enjoys playing music and time with his wife and three daughters.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Make a Wish Foundation or Freedom Financial Group is stated or implied. Investment advisory services provided by Freedom Financial Group. AEWM and Freedom Financial Group are all separate entities.
Toni Hill, Co-Founder, President
and Wealth Advisor
Toni, RFC is a nationally-recognized coach for other financial professionals, author, radio host, philanthropist and retirement advisor. She also funnels her passion into the causes that inspire her, like Birmingham’s Jimmie Hale Mission, the USO, several Birmingham Churches, and the Make a Wish Foundation. Toni also founded the Freedom Financial Bank of Esperanza, which funds local female-owned startup businesses in the Dominican Republic. In addition to spending time with her husband and business partner, Tad, and their daughters, Toni enjoys spending time at Lake Martin, exploring new places with family, hiking, and reading.
Sean FlemingLead Wealth Advisor
Sean Fleming
Lead Wealth Advisor
Sean, RFC is an experienced retirement planner and an Investment Adviser Representative. He reviews our current families’ plans and meets with new families. Sean has been published in Kiplinger magazine and has been named a Rising Star of Finance in the Birmingham Business Journal. Sean graduated from Auburn University with a degree in Finance.
He is a Birmingham native and now lives in Inverness with his wife Bailey and their two children, William and Wesley. In his free time, Sean’s favorite things are spending time with friends and family, playing golf, cooking, watching sports, and cheering on the Auburn Tigers.
The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.
Tyler HillLead Wealth Advisor
Tyler Hill
Lead Wealth Advisor
Tyler helps build retirement plans for our client families and meets with them annually for reviews to make sure everything is still going according to plan. She is an Investment Adviser Representative, holds a life and health insurance license and graduated with a degree in Finance from Auburn University. After graduating, Tyler spent a year teaching English in the Czech Republic. Tyler is Tad and Toni’s middle daughter, and has been working for them since she was 16.
Cole CzajkoskiLead Wealth Advisor
Cole Czajkoski
Lead Wealth Advisor
Cole is an investment adviser representative and helps build retirement plans for our client families. He also assists with multiple roles and behind the scenes functions. Cole graduated from Auburn University with a degree in Marketing. In his free time he enjoys spending time with family and friends as well his dog, Kona. He also enjoys playing golf, watching sports and trying new restaurants.
Erica WilliamsChief Operations Officer
Erica Williams
Chief Operations Officer
Erica is the Chief Operations Officer and specializes in overseeing and implementing new processes across the company to ensure that we are taking care of our families as efficiently as possible. Erica graduated from the San Francisco Conservatory of Music with a Bachelor in Music in Oboe Performance. She is a huge history buff and loves reading, writing, horseback riding, and exploring new places.
Margaret HamlinClient Service Specialist
Margaret Hamlin
Client Service Specialist
Margaret is a member of our Client Experience Team and is here to help take care of our client families. She graduated from Johnson & Wales University, holds a life and health insurance license, and has over 20 years of experience in the financial industry. Margaret enjoys spending time with her husband Glenn, daughter Jess in Mobile, son Justin in Florence, and their family dog Roxy. She loves traveling to new places, visiting out of state family, trying new recipes, and relaxing at the beach.
Brent ShiversClient Service Specialist
Brent Shivers
Client Service Specialist
Brent is here to help take care of our client families and a member of our Client Experience Team. He is a licensed insurance agent, in addition to having over 15 years’ experience providing account maintenance and service to participants of the Thrift Savings Plan. He previously attended Auburn University where he was a member of the AU Marching Band, before receiving his Bachelor’s in Mathematics from the University of Alabama at Birmingham. He enjoys spending time with his family, traveling as much as possible, bowling, reading, learning new skills, singing and performing on trumpet.
Sarah MartinClient Service Specialist
Sarah Martin
Client Service Specialist
Sarah is a licensed insurance agent and is part of our Client Experience Team, which is dedicated to taking care of our client families. She obtained both her Bachelor’s Degree and her Master of Business Administration from the University of Montevallo. Sarah lives in Vestavia with her husband, Alan, and their three children, Hayden, Aly, and Ryan. In her free time, she enjoys spending time with family, reading, and watching LSU football.
Mason HerringtonClient Service Specialist
Mason Herrington
Client Service Specialist
Mason is part of the Client Experience Team and helps onboard our new client families. He graduated from Auburn University, where he studied Law & Justice. In Mason’s spare time, he prefers to spend his time with friends and family, especially when it involves cooking and being outside. Whether it’s hiking, birdwatching, fishing or napping in a hammock, Mason is likely to either be found at home, serving up some of his favorite dishes, or in the woods, camping out and enjoying nature.
Christy AndersonClient Service Specialist
Christy Anderson
Client Service Specialist
Christy is a member of the Client Service Team and helps take care of our client families and assists with onboarding. She has previous banking experience and over 15 years of experience providing account maintenance and service to participants of the Thrift Savings Plan.
She attended Troy State where she received a Bachelor’s degree in Mathematics with a minor in German. During her time at Troy, she went overseas as an exchange student and ended up living a total of 5 1/2 years in Germany. She enjoys watching British TV shows with her boyfriend Jeremy and her cat Screech, cooking, reading, and collecting craft supplies and creating things (including crochet, cross stitch, painting, and making bracelets).
AJ WalleyParaplanner
AJ Walley
Paraplanner
AJ is an Investment Advisor Representative and a licensed insurance agent. He is responsible for gathering client information and building retirement plans. AJ graduated from the University of Alabama with a degree in Marketing and a specialization in Services Management. In his spare time AJ likes to play golf, loves playing guitar and Alabama Football.
Insurance products are offered through the insurance business Freedom Financial Group. Freedom Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Freedom Financial Group. are not subject to Investment Advisor requirements.
Anna KruegerMarketing Director & Office Manager
Anna Krueger
Marketing Director & Office Manager
Anna is in charge of Freedom Financial’s marketing strategies and media relations. She is the point of contact if your friends or family would like to attend any retirement courses Freedom Financial offers. Anna graduated from the University of Alabama with a degree in Marketing and Management. Anna enjoys spending time with friends and family, traveling, and finding fun and new things to do in Birmingham.
Kelly NorrisMarketing Assistant
Kelly Norris
Marketing Assistant
Kelly is responsible for coordinating client events and is the point of contact if your friends or family would like to attend any of our retirement courses. Kelly graduated with an associate degree in Accounting and has worked in the financial and customer service industry for over 10 years. In her free time, she enjoys reading, hiking and traveling with her husband and two dogs, Ginger and Bo.
Lauren NicholsDirector of First Impressions
Lauren Nichols
Director of First Impressions
Lauren is the first face you see when you come to our office and the first voice you hear when you call. She helps direct you to who can help take care of your request. Lauren is currently in school at UAB getting her degree in Business Management and Marketing. In her spare time she likes to cook, bake, play guitar and go on hikes with her fiancé , Jake, and their dog, Zoe.
Lynn RocksvoldExecutive Assistant
Lynn Rocksvold
Executive Assistant
Lynn handles all the scheduling needs of our team and our client families. She brings 27 years of customer service and scheduling experience to the Freedom Financial Team. She has been married for 24 years to her husband, Matt, and has two children, Warren and Maggie. Outside the office, Lynn enjoys singing, taekwondo, art, traveling and watching movies with her family.
Ready to Take The Next Step?
To learn more about our Retire with Freedom Process™, schedule a time with an advisor or register for our retirement course.