Meet The Team
The markets change daily. New developments. New twists. New events. The torrent of change makes it impossible for anyone professional to keep up and provide sound advice, no matter how savvy that person is.
With Freedom Financial, your financial success is a team effort. Our entire team of professionals coordinates to advise you on your retirement plan and how to make your dreams a reality. With diversity of knowledge and experience, we can look at your wealth from different viewpoints, to ensure every opportunity has been explored.
Why does Freedom Financial use a team approach? Because it’s important that we get it right!
One team member always keeps an eagle eye on your portfolio. Another makes sure you’re on track with your retirement goals. Another might call you to see if any changes on your end need attention.
In short, you don’t just have one advisor. Freedom Financial offers a knowledgeable staff, all of whom are devoted to ensuring the success of your retirement plan. The way we see it, the more experience dedicated to your needs, the better. Discover how our Retire with Freedom Process™ could improve your retirement success.
Tad Hill, Founder and CEO
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 fiduciary 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.
Toni Hill, Co-Founder and President
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 Fleming, 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 and Communication. He is a Birmingham native and now lives in Inverness with his wife Bailey. Sean & Bailey enjoy spending time with friends, family, and their 2 dogs, Lola (an Australian shepherd) and Hadley (a lab/terrier mix). In his free time, Sean’s favorite things are playing golf, watching sports, and cheering on the Auburn Tigers.
Samantha PnazekClient Service Manager
Anna KruegerMarketing Director and
Shanell PlanteFinancial Services Coordinator
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.