Team Members

Rene Ramirez.........................................................................................................................................Comptroller & CPA

-- 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.

Rich Rodriguez ......................................................................................................Licensed Agent & Medicare Specialist

-- Since 1997, I have been an advisor to families in the areas 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.

Adel Rodriguez..................................................................................................IRS, AFSP & Bookkeeping Administrator

-- 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.

Evelyn Recinos..............................................................................................................................................Senior Tax Professional

-- 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.

Abigail Hall....................................................................................................................................Administrative Assistant

-- Abbie has been the assistant bookkeeper for 2 years with Freedom Financial. She has a wide range of responsibilities that include data entry, account reconciliation, and balance sheet maintenance. Her work is essential to the accuracy of our client's cases and ensuring their completion.

Krista Lehman.............................................................................................................................Social Media Coordinator

-- Krista is passionate and creative. She brings her talents from the food industry to the world of social media here at Freedom Financial. Her professionalism is evident in her skills and execution of our many platforms. In her spare time, she enjoys yoga, gardening, walking her dogs, and furniture rehab.