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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 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 helping you pursue a successful 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.
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 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.
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 WilliamsDirector of Client Experience
Erica Williams
Director of Client Experience
Erica is responsible for over-seeing daily processes and implementing improvements at Freedom Financial. She is also the one who reaches out to schedule your client reviews. 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 Experience Specialist
Margaret Hamlin
Client Experience 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 Experience Specialist
Brent Shivers
Client Experience 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 Experience Specialist
Sarah Martin
Client Experience 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 Experience Specialist
Mason Herrington
Client Experience Specialist
Bio coming soon!
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
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
Bio coming soon!
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.
