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.

Toni, RFC is a well-known 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.

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.