Broker Check


Freeman Heyne Partners

Freeman Heyne Toma's teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We specialize in creating a plan that is specifically designed to address your individual situation. Please feel free to contact any one of our experienced team members below to find out how we can help you reach your financial goals.


Brian Toma CFP®, AIF®

Managing Partner/Investment Advisor Representative


Brian’s experience in the financial services industry began with Cetera Advisors LLC and SS&G Financial Services, one of the nation’s largest independent accounting and business consulting firms.

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Sarah Stewart CFP®, AIF®

Partner/Investment Advisor Representative


Sarah’s financial services career began with Fidelity Investments. She is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary® (AIF®), Registered Representative and Investment Advisor Representative.

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Bear's background in the financial services industry stems from seven years as an agency owner with Farmers Insurance Group and Farmers Financial Solutions.

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Joy Schlie, MBA

Investment Advisor Representative


Joy's career began 20 years ago in the insurance industry. She received her BA in Communications from the University of Cincinnati and her MBA from Xavier University. Joy creates customized plans with her clients and has extensive...

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Tom is a graduate of the University of Akron where he majored in Financial Services and minored in Entrepreneurship.

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Tammy is a graduate of University of Cincinnati, where she majored in Finance. After starting her career with Fidelity Investments as a Securities Trader, she came to Freeman Heyne Toma as a Client Relationship Manager. 

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Rex is a graduate of Northern Kentucky University, where he majored in Journalism with a minor in Business Administration. Rex started his career with Fidelity Investments as a Participant Services Associate as well as serving in...

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Grace joined Freeman Heyne Toma in 2018 to begin her career in the financial planning industry.

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Emily joined Freeman Heyne Toma in 2018 and is currently working toward her high school diploma.

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An honors graduate of the United States Military Academy at West Point and the University of Michigan Law School, Mike brings more than 40 years of investment advisory and retirement planning knowledge and experience.

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Donna advised individuals and businesses for over 30 years. Through strategic employee benefits planning and coordinated personal financial planning, she demonstrates her passion for improving companies.

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Seann Schaller

Principal - Freeman Heyne Schaller Division


Seann, Principal and President of Freeman Heyne Schaller, leads the team to deliver both customized employer-sponsored benefit programs, and individual health insurance options.

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Mark Rowlands

Principal - Freeman Heyne Healthcare Consulting Division


Mark brings over 20 years of business development experience to Freeman Heyne. Since 1993, Mark has focused on Healthcare and Medical Practice development.

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