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, Rich has been an advisor to families in the areas of finance and insurance. He began his 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 he does. As an added value to his pre- and post-retirement services, he now offers Medicare for the senior community, as well.

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

-- Adel has dedicated herself to helping families reach a better position in life by teaching how money works through tax strategies and concepts. She provides clarity and hope for the future with tax preparedness, tax planning, and tax advisory programs that enable her clients to add deepth to their lives and achieve more for themselves and their families.

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

-- As our lead tax professional, Evelyn brings over 14 years of tax preparation experience with her. She is extremely resourceful and her outstanding customer service brings her clients back year after year.