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Our Team

We believe that with financial education, the right preparation, and guidance, we can help you plan so that you have clarity and hope for the future.

Call today to set your Virtual or In-Person appointment.

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Adel Rodriguez..........................................................................................  IRS AFSP and Bookkeeping Administrator 

Owner

adel@ff-tsg.com


I have dedicated myself to helping families reach a better position in life by teaching how money works through tax strategies and concepts.  I provide clarity and hope for the future with tax preparedness, tax planning, and tax advisory programs that enable my clients to go deeper in life and achieve more for themselves and their families. 






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Rich Rodriguez................................................................................ Licensed Agent and Medicare Specialist

Owner

Rich@ff-tsg.com


Since 1997, I have been an advisor to families in the area of finance and insurance.  I began my career with an AIG subsidiary and then worked with American Express Financial Advisors and Citi Bank before becoming an Independent Life and Health Insurance Agent and Broker.  Financial education has always been at the heart of everything I do.  As an added value to my pre- and post-retirement services, I am now offering Medicare for my senior community as well.   By expanding my services, I hope to provide comprehensive support and guidance tailored to their evolving needs. 

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Rene Ramirez............................................................................................................................. Comptroller and CPA

Consultant

rene@ff-tsg.com


Rene's experience and mentorship is invaluable.  He was a corporate comptroller for over 30 years and continues to serve our community.  His journey as a CPA has brought him to Freedom Financial to oversee the Trust and Estate Planning Departments. 



Evelyn Sandoval.................................................................................................. Senior Tax Professional

Partner


As our lead tax professional, Evelyn brings over 12 years of tax preparation experience with her.  She is extremely resourceful and her outstanding customer service brings her clients back year after year. 


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Location
  • External link opens in new tab or window8100 Broadway Ste 202
  • External link opens in new tab or window2109089955
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