We've built our firm on lifelong relationships rooted in performance and trust.
Founder and President
Tad, RFC, CRPC® is a published author, radio and TV host, industry trainer, speaker and philanthropist.
Tad has been helping retirees work toward their financial and retirement goals for several 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.
Co-Founder and Vice President
Toni, RFC, is a nationally recognized coach for other financial professionals, radio host, philanthropist and retirement advisor.
Toni has been helping both retirees and pre-retirees to create sound strategies for the days ahead. 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 going to Auburn to visit their two oldest daughters, especially on game days, exploring new places with family, hiking and reading.
Client Service Advisor
Samantha is a licensed insurance agent. She processes your service requests (such as withdrawals, payment of premiums and beneficiary changes) and performs a number of behind-the-scene tasks. She is the person to contact if you need anything service-related.
Samantha graduated from the University of Alabama. She enjoys spending time with her husband, Casey and their two rescue dogs, Harley and Athena. Samantha loves to travel and is always up for trying new restaurants around Birmingham.
Marketing Director and Office Manager
Anna is in charge of our mailings, advertisements and newsletters.If you have any exciting news that you’d like to share with the Freedom Financial client family, please be sure to let her know. Anna is also the point of contact if you or your friends or family would like to attend any upcoming events, workshops or college courses Freedom Financial offers.
Anna graduated from the University of Alabama with a degree in Marketing and Management. She continues to cheer for the Crimson Tide and will be found at almost every game. Anna enjoys spending time with friends and family, traveling, running and finding fun and new things to do in Birmingham.
Sean is a licensed insurance agent and has passed the Series 65 securities exam. He creates and implements plans for pre-retirees and retirees to help reach their retirement goals. Sean meets annually with the current families we work with to go over their plans. He 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 back in Birmingham and is enjoying his time with his Australian Shepard, Lola. Sean spends most of his time with his friends doing anything and everything outdoors, including camping, canoeing, barbequing, and playing golf.
Financial Planning Coordinator
Travis is responsible for creating all of Tad and Toni’s pre-appointment planning documents. He also handles all scheduling and the coordination of appointments. Travis graduated from The University of Alabama with a degree in Finance with a specialization in Investment Management.
He lives in Birmingham with this wife, Kendall and their labradoodle, Harper. Travis really enjoys music and tries to go to all different types of concerts whenever he can. He likes to experience new cultures, travel, rock climb and be outdoors.
Director of First Impressions
Tracy is the familiar face when you walk into the door at our office, and the voice you hear when you call. She can get you to whoever can answer your question best and she schedules all of your annual reviews.
Tracy enjoys spending time with her husband Bob and her two children, Aubrey and Ethan. Her dog Ryder recently became a therapy dog with Hand and Paw and they go around Birmingham visiting nursing homes, schools, and hospitals.