Team

Our Team

More than Your Team — We’re Family

At FHT Advisors, our team is highly experienced and highly credentialed, but what makes our team even more outstanding is our client-centric approach and adaptability. When you trust FHT with your financial planning needs, you become part of the FHT family, and we treat you as a family should be treated — with great care, attention, and preference. We are generous with our time and consistently put your needs first. Equally important, we also know how to adapt and respond when circumstances and your needs change over time, so we can help you stay on track to pursuing your goals.

Brian Toma CFP^®, AIF^®, CEPA

Managing Partner/Investment Advisor Representative

(440) 879-2907

btoma@fhtadvisors.com

Sarah Stewart CFP, AIF

Partner/Investment Advisor Representative

513-489-8588 x103

513-489-8626

sstewart@fhtadvisors.com

Bruce Baker, AIF^®

Investment Advisor Representative

(513) 230-7319

bbaker@fhtadvisors.com

Jonathan L. Goldston

Partner, Financial Planner

440.268.8550

jgoldston@fhtadvisors.com

Tom Dragar CFP®, AIF®

Sr. Client Relationship Manager

330-668-6944 x110

tdragar@fhtadvisors.com

Joy Schlie, CFP, MBA

Investment Advisor Representative

513-489-8588

513-489-8626

jschlie@fhtadvisors.com

Bear Rupert, CWS^®, AIF^®, CPFA

Investment Advisor Representative

(440) 879-2912

brupert@fhtadvisors.com

Tammy Hafner

Client Relationship Manager

(513) 489-8588

thafner@fhtadvisors.com

Teresa Nash

Client Relationship Manager

(513) 489-8588

tnash@fhtadvisors.com

Jennifer Binder

Client Relationship Manager

(513) 230-7524

jbinder@fhtadvisors.com

Michelle Arch

Client Relations & Operations Manager

440.268.8550

513-489-8626

march@fhtadvisors.com

Carmen Schultz

Chief of Staff

(513) 489-8588 x102

(513) 489-8626

cschultz@fhtadvisors.com

Joe Staff

Registered Client Relationship Manager

440.268.8550

513-489-8626

jstaff@fhtadvisors.com

Amy Aufdenkampe

Administrative Assistant

513.489.8588 x104

aaufdenkampe@fhtadvisors.com

Mike Heyne, JD

Advisory Board Member

(513) 878-2426

mheyne@fhtadvisors.com

Donna Freeman

Advisory Board Member

(513) 489-8588

dfreeman@fhtadvisors.com

Seann Schaller

Principal - Freeman Heyne Schaller Division

513-543-6900 x1

sschaller@fhschaller.com

About Us

As an independent firm, we value high-quality financial advice and pride ourselves in our ability to serve clients in and around Ohio and nationwide. We answer only to our clients, which allows us to formulate specific financial solutions for each situation.

Our Firm

Our Approach

At Freeman Heyne Toma, we take a client-centered approach to your wealth management through a team-based, goal-oriented process. You can trust that you values, your goals and your best interests are at the center of all we do.

Our Approach

Contact Us

We are delighted you have chosen to visit and explore one of the Midwest's premier financial services organizations. We look forward to helping you design a dynamic, flexible plan that can meet your needs for today and for tomorrow.