Meet The Team
The team behind Freedom Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Tad Hill, RFC®, CRPC® Founder and President
Tad is a published author, radio and TV host, industry trainer and speaker who helps retirees work toward their financial and retirement goals. Registered as an Independent Adviser Representative, Tad is legally bound to place clients’ interests ahead of his own as he helps you to develop, implement and monitor your individual financial strategy.
Tad has passed the Series 65 securities exam and holds licenses in life and health insurance in Alabama, Florida and Texas. He has earned his Registered Financial Consultant (RFC®) and Chartered Retirement Planning CounselorSM (CRPC®) designations.
In addition to his passion for helping others, Tad enjoys playing music and spending time with his wife and business partner, Toni, and their three daughters.
Toni Hill, RFC® Co-Founder and Vice President
Toni 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.
Sean Fleming Advisor
Samantha Pnazek Client Service Advisor
Anna Krueger Marketing Director and Office Manager
Travis Gann Financial Planning Coordinator
Tracy Duncan Director of First Impressions
“You can’t live a perfect day without doing something for someone
who will never be able to repay you.” – John Wooden
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.