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
You can’t live a perfect day without doing something for someone
who will never be able to repay you.” – John Wooden
Spring valley school's circle of giving
Spring Valley School was founded in 2000 for students in grades 2-12 who have learning differences. They provide specialized learning support for students with dyslexia, attention and anxiety issues, and other learning challenges in an environment dedicated to nurturing each student’s academic talents. As a result of the Spring Valley academic atmosphere, over 90% of graduates continue onto college. To learn more or to contribute, visit www.springvalleyschool.org.
East Lake Initiative
The East Lake Initiative (ELI) seeks to provide holistic community development within the greater East Lake area through strategic partnerships with the business community, local governments, educational institutions and churches. The initiative is helping to bring back pride in the neighborhood through house-to-home transformations. By acquiring distressed properties and renovating them to be quality homes, ELI is able to offer tenants safe housing options. Residents also prepare to be successful homeowners through a mentoring relationship that includes financial counseling and other types of support. To learn more or to volunteer, visit www.eastlakeinitiative.com.
Tad and Toni were invited to Topeka, Kansas, to speak to over 350 employees at Advisors Excel during their employee team-building day. Freedom Financial chooses to work with Advisors Excel because the independent marketing organization shares our core values of putting their clients and community first.
After the training, Tad and Toni joined the employees to volunteer in the Topeka area. Tad and Toni’s group went to Let’s Help, which provides free meals to anyone who comes through their doors. The group organized their food pantry and mopped the kitchen and dining room floors.
Let’s Help also holds educational classes to help people get their high school GED and help homeless people to find places to live. For more information about Let’s Help, visit www.letshelpinc.org.
Leukemia and Lymphoma Society
Freedom Financial proudly supports the Leukemia and Lymphoma Society (LLS), the world’s largest voluntary health agency dedicated to blood cancers. The organization’s mission is to find cures for leukemia, lymphoma, Hodgkin’s disease and myeloma, and to ensure access to treatments for all blood cancer patients.
In 2014, Toni was honored to win the “Woman of the Year” award from the Alabama/Gulf Coast division of LLS. During a 10-week campaign, Toni raised $62,641, easily surpassing her goal of $25,000. The funds went to support blood cancer research as well as to medical bills for children and families in Alabama — a feat that qualified Toni to be recognized in the LLS’ “National Woman of the Year” campaign.
During the campaign, Toni also spent time with local survivors of blood cancers, as well as the LLS’ Boy and Girl of the Year, Cooper and Kyli.
Jimmie Hale Mission
For many years, Tad and Toni have been passionate supporters of the Jimmie Hale Mission, which has served the Birmingham area since opening as a humble storefront chapel in 1944.
Every year, Tad, Toni and their three daughters invite their clients and their families to join them on Thanksgiving morning to deliver hot meals to seniors and shut-ins in the Birmingham area. To read a 2014 article about the Hill family’s commitment to deliver hope at Thanksgiving, click here.
The mission of Esperanza International is to free children and their families from poverty through initiatives that generate income, education and health, as well as to restore self-worth and dignity to those who have lost hope.
In 2013, Toni and Tad partnered with Esperanza by developing their own bank to help people start small businesses in the Dominican Republic and Haiti.
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.